Products & Services Overview
Bay Colony Partners provides unsurpassed expertise in human resources and benefits consulting; our founding directors offer a collective 50 years of experience. We help each client design and implement powerful policies and plans in the areas of human resources and employee benefits.
401(k) Products and ServicesAnswer all of your retirement plan goals with "401ConnectSM"
We use our Acu-Plan and Cost-Track programs to evaluate your current program. We then take a consultative approach to our design work. This means that you the client will get a program that meets your needs specifically, not an "off the shelf" solution.
Through our 1-2-3 SmartSM programs of services we provide employees—your plan participants—with a thorough understanding of their 401(k) plan and options, offer one-on-one assistance to address the allocation of their funds and other financial planning, and handle most of the paperwork.
Executive Benefits
Innovative Investment Strategies with The Executive Suite
Bay Colony Partners is uniquely positioned to provide a full and flexible set of executive benefits services and to achieve more favorable pricing and underwriting concessions from benefits providers. Services include:
Services include:
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Through our Private Asset Management Group we offer informed investors the expertise and services they need to achieve the results they seek.
- Investment Management
- Retirement Income Planning
- Trust Owned Life Insurance Portfolio Management
Or, contact us today for more information. Call 781-722-0005, or send an e-mail from our Contact Us page.