Bridgebay 23 Years of Experience (925) 743-0200
   
Retirement Plan Consulting Investment Management Consulting Resource Center Blog About Us
DC Plan Services Resource Center Conferences & Speeches
Comprehensive Retirement Services

• Fiduciary Services
• Investment Policy Statement
• Asset Allocation and Gap Analysis
• Investment Fund Analysis
• Target Date Fund Evaluation
• Fee Analysis
• Investment Performance and Plan Monitoring
• Plan Benchmarking
• Provider Search and Evaluation
• Plan Design
• Education and Communication
• Regulatory and Legislative Updates

Learn More
Articles & White Papers
Read articles and whitepapers written by various industry professionals and Bridgebay consultants addressing a broad array of retirement plan topics.

Organizations
A comprehensive list of national and regional investment and retirement-oriented organizations and affiliations.

Periodicals & Publications
A list of some of the industry-leading periodicals and news publications dedicated to retirement plan issues.

Learn More
Plan Sponsor Solutions for
Lower Investment Fee


Association for Financial Professionals (AFP) National Conference
Orlando, FL • October 23, 2016

A plan sponsor at UCSF Benioff Children’s Hospital Oakland and an investment consultant at Bridgebay discuss various fee-related solutions in reaction to recent litigation. Based on recent 401(k) plan lawsuits, selecting low fee index funds no longer appears to be sufficient. A low fee investment vehicle is even more important for defined contribution plans. The different institutional investment vehicles, institutional mutual funds, and collective investment trusts provide total fee transparency and hopefully keep the litigators at bay. As DC plans increasingly take on DB plan characteristics, the migration towards institutional funds and practices continues.

 
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

© 1997- Bridgebay Financial, Inc.
® Bridgebay is a registered service mark of Bridgebay Financial, Inc.
HomeTerms of UsePrivacy PolicyLegal Disclaimer