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Corporate Financial Services

We provide a consultative review of all your company and employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available. We can propose solutions in the following areas:


  • 401(k) Plans: Safe-Harbor, Cross-Tested and New Comparability Designs
  • 401(k) Plan Benchmarking
  • Profit Sharing Plans
  • Cash Balance Plans: integrated design with Defined Contribution Plans
  • Executive Deferred Compensation Plans / 457 Plans
  • 403(b) Plans
  • SEP IRAs
  • SIMPLE Plans


  • Non-Qualified Executive Benefits
  • Corporate Financial Planning
  • Group Insurance (health, dental, disability, life, LTC)*


  • Baystate Financial's PlanWellTM
    • The Today Through Retirement Series 
    • The Milestone Series
    • Workshops by Topic

*Some insurance products offered through unaffiliated insurers.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.