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
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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