Our team is highly-experienced and credentialed in the ERISA 401k/403b space and acts in an investment fiduciary capacity to your plan.Learn More
We stick to a CFO driven but HR centric service model to provide the same fee schedule and level of support across markets.Learn More
We keep our costs down and pass those savings onto our clients and their participants, through an ethical, independent, and meaningful level of customer service.Learn More
We believe in balancing the focus not only upon your bottom-line but upon what truly matters, impacting the financial wellness and retirement outcomes of your employees.Learn More
Delivering leadership to plan fiduciaries in their moral, ethical and governance obligations by providing what is in the best interest of their employees while maximizing the company ROI
Baystate Fiduciary Advisors is an independent firm with national scale and resources offering both 401(k) and 403(b) investment fiduciary advisory services for non-profit and for-profit organizations.
Based in Boston, Massachusetts, we serve clients throughout the New England area. With more than 20 years of experience, we employ globally accepted fiduciary standards of excellence that will not only help organizations in their pursuit of complying with ERISA obligations but strives to promote successful retirement outcomes for their employees and improving the company’s bottom line.Contact Us
Grounded in ERISA Case Law
The Employee Retirement Income Security Act of 1974, as amended (“ERISA”) was enacted to protect employees and retirees by mandating written plan documents, requiring assets to be held apart from the employer’s assets and by imposing fiduciary standards of care on the persons responsible for administering the plan and investing plan assets. Plan fiduciaries are required to act for the exclusive benefit of plan participants and their beneficiaries. Legally, the fiduciary standard of care— that of a “prudent expert”—is the highest recognized by law. The failure to comply with ERISA standards can result in the imposition of personal liability for losses to the plan, civil and criminal penalties on the plan fiduciaries as well as the company that sponsors the plan.
Baystate Fiduciary Advisors provides many services to help fiduciaries navigate and manage an increasingly complex array of responsibilities and obligations. Our goal is to help fiduciaries understand their role and assist them in developing a formal process that will help demonstrate compliance with ERISA’s standard of care.
What do you mean when you say you are a "High Impact Firm with Low Impact Costs?"
What makes Baystate Fiduciary Advisors Unique in the marketplace?
What is the initial client experience like?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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