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Serving Executive Directors, CEO's and CFO's Focus on ROI Support to Impact Employee Outcomes High Impact Firm with Low Impact Costs
 

About BFA

 

Service Model

 

Why BFA

 

Employee Outcomes

Supporting those who serve others in the non-profit, private school and higher education communities in both the documentation and process of ERISA obligations for retirement plan fiduciaries.

HUB/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, private schools and higher education communities.

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. 

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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.

 

HUB/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?

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