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Select and Evaluate Investment Managers
http://www.treasurydept.com/Select.htm
Select and Evaluate Investment Managers. TMS has forged a strategic relationship with the premier consulting firm in Northern California for selecting and evaluating investment managers:. Bridgebay Financial, Inc. President Linda Ruiz-Zaiko has worked tirelessly over the past fifteen years to optimize client investment returns by carefully screening and evaluating management firms, and then tracking and comparing manager performance after a new manager has been placed.
bridgebayfinancial.blogspot.com
Bridgebay Financial, Inc.: August 2013
http://bridgebayfinancial.blogspot.com/2013_08_01_archive.html
Saturday, August 10, 2013. 403(b) Plans Can Follow the 401(k) Plan (ERISA) Model. Bridgebay Financial, Inc. Defined Contribution Plans Converge. In many respects a 403(b) plan is very similar to a 401(k) plan. They both provide tax advantaged savings vehicles for employees, the major difference being the groups of employees. 403(b) plans are specifically designed for the employees of nonprofit organizations while 401(k) plans apply to employees of for-profit organizations. The IRS and DoL requirements on...
bridgebayfinancial.blogspot.com
Bridgebay Financial, Inc.: February 2014
http://bridgebayfinancial.blogspot.com/2014_02_01_archive.html
Monday, February 24, 2014. Best Practices: Plan Sponsors Should Differentiate Between Settlor vs. Fiduciary Functions. Nicholas Zaiko, CIMA. Bridgebay Financial, Inc. Bridgebay does not provide legal advice and recommends that you consult an ERISA attorney concerning settlor and fiduciary roles. The commentary in this communication is strictly an update on plan sponsor trends and does not constitute legal advice. Among the decisions which would be considered settlor functions are:. Changing the level of ...
bridgebayfinancial.blogspot.com
Bridgebay Financial, Inc.: January 2014
http://bridgebayfinancial.blogspot.com/2014_01_01_archive.html
Saturday, January 11, 2014. 403(b) Fiduciary and Compliance Requirements. Nicholas Zaiko, CIMA. Bridgebay Financial, Inc. The Employee Retirement Income Security Act (ERISA) of 1974, enforced by the Department of Labor (DoL),. Established fiduciary responsibilities for plan sponsors. Although some retirement plans may not be subject to ERISA, it is still best practice to follow those high fiduciary standards when managing non-ERISA plans. All ERISA and non-ERISA plans must also comply with IRS regulations.
bridgebayfinancial.blogspot.com
Bridgebay Financial, Inc.: Implement an Education Strategy
http://bridgebayfinancial.blogspot.com/2014/04/implement-education-strategy.html
Friday, April 18, 2014. Implement an Education Strategy. Nicholas Zaiko, CIMA. Bridgebay Financial, Inc. The best way to implement an effective education strategy is to create an Education Policy Statement that establishes an overriding framework for deploying and measuring the effectiveness of participant communications. The process of formally documenting the strategy in a policy statement helps ensure that the program will be focused, effective, and quantifiable. There are several plan statistics that...
bridgebayfinancial.blogspot.com
Bridgebay Financial, Inc.: Education Policy Statement
http://bridgebayfinancial.blogspot.com/2014/03/education-policy-statement.html
Saturday, March 14, 2015. Nicholas Zaiko, CIMA. Bridgebay Financial, Inc. Plan sponsors understand the importance of managing a well-designed retirement plan for their employees. As deferral rates increase and automatic plan features help encourage savings in defined contribution plans it becomes increasingly important to have a financially literate workforce. Education is a critical element in ensuring that employees have a good understanding of their benefits. Education should be targeted to the level ...
bridgebayfinancial.blogspot.com
Bridgebay Financial, Inc.: April 2014
http://bridgebayfinancial.blogspot.com/2014_04_01_archive.html
Friday, April 18, 2014. Implement an Education Strategy. Nicholas Zaiko, CIMA. Bridgebay Financial, Inc. The best way to implement an effective education strategy is to create an Education Policy Statement that establishes an overriding framework for deploying and measuring the effectiveness of participant communications. The process of formally documenting the strategy in a policy statement helps ensure that the program will be focused, effective, and quantifiable. There are several plan statistics that...
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Foreign Exchange Consulting: www.hedgetrackers.com. Market Data and News: www.bloomberg.com. Peninsula Treasury Management Association: www.ptma.org. San Francisco Treasury Management Association: www.sftma.org. Jeanne Castro Schmidt, President (925) 846-9251. Treasury Management Solutions, 5207 Crestline Way, Pleasanton, CA 94566.
