Bay Financial Associates, LLC   ---


BAY FINANCIAL ASSOCIATES LLC
 Our client's total satisfaction and complete success is our motivating goal

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Corporate Benefits Solutions

Top quality products are the foundation of a superior corporate benefits program. We offer consultation on products to meet the needs and objectives of your employees in the following benefits categories:

Employee Benefits

We are committed to providing innovative solutions and expertise to meet your specific needs in the area of health care, pharmacy, dental, life, disability, and long term care. Additionally, we make it a priority to stay abreast of progressive market trends.

Our national distribution network empowers us to leverage size and scale, resulting in the ability to offer creative strategies, product solutions, and technology resources unparalleled in the industry.

Products include:

  • Medical
  • Dental
  • Disability
  • Life
  • LTC

Voluntary Benefits

Voluntary benefit programs allow employers to both complement and supplement their core offerings at no additional expense to their company, while employees gain the benefit of access to a broad range of health product options that they can elect to purchase for themselves and their families.

We provide you with a comprehensive array of services, including voluntary employee benefit consultation, design, communication, enrollment, and administration, to help design a voluntary benefits package that works for you and your employees.

Products include:

  • Life
  • Disability
  • Critical Illness
  • Accident
  • Limited Medical

Retirement Benefits

Every employer has unique retirement plan goals and objectives. From plan design review to detailed investment analysis to employee communications, we can help you customize a retirement plan solution specific to your needs and requirements.

We offer process-driven services to ensure that your plan meets its objectives, and that plan participants are well-educated to make sound investment decisions.

Products include:

  • 401(k)
  • Profit Sharing
  • 403(b)
  • Defined Benefit
  • SEP, SIMPLE, Indi(k)

Executive Benefits

Much of your success hinges on the skill and commitment of your executives. In order to motivate and retain top talent, a robust benefits program custom-tailored to the executive is critical.

We can help you design an executive benefits program that gives you an advantage in recruiting and retaining the talented people who are the driving force behind your business.

Products include:

  • 409(a)
  • Deferred Compensation
  • SERP
  • Executive Bonus Plan
  • Savings Incentive Plan
  • Executive Life Carve-Out
  • LTC

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Bay Financial Associates LLC | 781-893-0909 | email | Important Legal Information | ©2008 All rights reserved
Securities offered through LPL Financial, Member FINRA/SIPC