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Bay Financial Associates Home Page
Contact Bay Financial Associates

Our advisors provide a full range of investment and financial advisory services, including investment management and strategic asset allocation, retirement,estate and financial planning, business and executive benefit planning

 

Compliance & Regulatory

Compliance consultation, support, resources and informationCompliance in the insurance and financial business arena is challenging, as regulatory requirements are complex and ever-changing.

We provide corporate benefits compliance consultation, support, and resources, including information on the following:

  • Training and education
  • HIPAA/COBRA
  • Retirement plans
  • Federal mandates
  • Compliance checklists
  • ERISA and Form 5500
  • Cafeteria plans and Spending Accounts
  • HR consulting

 

 

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