Plan ToolsBay Mutual Financial/The Plan Advisors PlanTools
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Bay Mutual Financials’ commitment to its clients imposes an obligation on us to identify independent and objective solutions. Our due diligence has resulted in the acquisition of one of the industry’s oldest and most respected providers of client reporting solutions. PlanTools, LLC is a pioneer in standards base risk management fiduciary reporting. Since its inception in 1998, PlanTools has evolved into a multi-plan metrics fiduciary governance solution delivered exclusively through premier service providers like Bay Mutual Financial. System functionality provides Bay Mutual Financial the ability to select and monitor investments according to Investment Policy Statement standards, evaluate plan expenses, benchmark plan expenses against a peer group, and provide plan sponsors with easy access to pertinent information necessary to manager and monitor all plan related activities. This turn-key solution enables Bay Mutual Financial to provide information and client resources fast, efficiently and cost effectively so our clients can focus on what they do best.