Solutions for Human Resources Professionals
More flexibility, more resources, so you can do more.

The net result is that our experts save you time and money. We are here to help you support you, be stewards of your goals and priorities, and use our years of experience to affirm your ever-increasing involvement in developing strategies that impact the success of your company.

Our services are comprehensive, including…

401K and Retirement Planning for
Companies and Employees
Achieve all of your retirement plan goals with 401Connect.

Our expertise in retirement products and services for companies and employees inspired a fresh vision. Our approach uniquely addresses your needs and produces greater results.

For Companies
As a retirement plan sponsor, your company has the responsibility to act prudently as the fiduciary. You need unfailing security and confidence under ERISA regulations as you design the plan, and select and monitor plan investments.

Furthermore, you look to choose a plan that meets your needs and provides value, while your employees desire a competitive plan and seek to leverage as much value as possible for their own security.

As an independent firm, with plan and brokerage expertise, we take the time to understand your specific needs and objectives, then identify the right solutions for you.

For Employees, Plan Participants
Your employees have a lot to gain from making sure their retirement account is on the right track. We carefully review their plans, one-on-one, for optimizing their gain and keep them protected from investment risks. We make it easy with 1-2-3 Smart. It’s a free service that includes:

• Consultations to evaluate retirement goals
• Investment reviews based on their specific needs
• Asset allocation advice
• 401(k) rollover services
• Administration of most of the details and paperwork

For more information, go to 401Connect.

Executive Benefit services, including our Private Asset Management Group
Intelligent and innovative solutions from The Executive Suite

The Executive Suite package of services specializes in aligning your organizational needs and priorities with the interests of your executives. Their needs for retirement security, protection against risk exposure, and the preservation of assets are balanced with your endeavor to grow as a competitive and compliant employer.

Strategies for your company and for your executives
Identifying gaps in benefits, potential liabilities, and areas to monitor for compliance, then developing the most appropriate solutions are found in our knowledge base, resources, and experience.

Designing solutions can lead to new efficiencies
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.

For more information go to The Executive Suite.

We work with companies and organizations of all sizes, saving some even hundreds of thousands of dollars and making a significant contribution to their success as a competitive, compliant employer.

Let us show you how.

Contact us today for more information. Call 781-722-0005, or send an e-mail from our Contact Us page.