Retirement Planning
You can rely on the guidance you will receive from Baystate's Retirement Plan Department to coordinate the retirement planning efforts for both you and your employees. We provide investment analysis and monitoring, plan design consulting, fee benchmarking and employee communications. Our process-driven solutions help educate plan fiduciaries with their plan responsibilities, while guiding participants toward greater financial security.
We have expertise with the following retirement plan programs:
- 401(k) & Profit Sharing Plans
- Cash Balance & Defined Benefit Plans
- Solo K, SEP and SIMPLE Plans
- Non-qualified Deferred Compensation, SERP and Executive Bonus arrangements
Contact Us Today
For more information please contact our Retirement Plan Coordinator, Stephen Cunha, CFP, CLU, CLTC.
