Broker Check

Introducing the SELECT Family of Retirement Plans?

Learn about this next-generation retirement plan solution from financial adviser, Steve Cunha, CFP, C(K)P, AIF, CRPS, CLU.

aspiring to be your "RETIREMENT CFOTM"

SELECT 401(k) Plan

Our signature program for unrelated employers in a variety of industries.

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SELECT 403(b) Plan

Designed for the Non-profit employers in any industry. 

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SELECT MD 401(k) Plan

Designed for employers in the for-profit medical field.

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What is a MEP?

Click on our multimedia scribble presentation to learn about this unique retirement plan solution known as a Multiple Employer Plan.


How we reduce your fiduciary liability.

We help you outsource all the risky aspects of plan management to reduce your liability to the maximum extent allowed by law.

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How we save you time and money with 3(16) Fiduciary Outsourcing?

See how true fiduciary administrative services is the key to outsourcing the headaches and liability associated with plan management.

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How we provide Investment Monitoring using 3(21) and 3(38)  Fiduciary Services.

Learn how we help you outsource the responsibility and liability for investment monitoring while providing sound choices for all of your employees.

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What is Select Plan Design?

Retirement plan design is one of the core aspects of our service model. See how we design plans to improve plan health and retirement outcomes for your employees.

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How we provide employee education.

Knowledge is power. While providing custom retirement plans for your firm, we will provide ongoing education and one-on-one support for your employees.

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What is Select Financial Wellness?

Financial Wellness has become a buzzword in the employee benefits arena. Find out how we help your employees achieve financial wellness and how it helps your bottom line.

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Value Added Services for Participants and Plan Sponsors

Personal Financial View Website for Executives

Get your financial house in order and track your progress in real time using our latest technology tool.

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Retirement Rollover and Income Planning

Our retirement rollover and income planning strategies can help you retire comfortably and live with confidence knowing you'll never run out of money. 

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Employee Videos about Retirement Related Topics

Want to learn more about retirement, social security, or retirement investment strategies? We have a wealth of resources. Check out our attached videos. 

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Retirement Income Calculator

Our business is built on a foundation of thoughtful client relationships.

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Charities We Support

Not only are we passionate about serving our retirement plan clients and their employees by helping reverse the trend of low savings rates in the United States, we also believe in giving back.  Therefore we have committed to donating 5% of annual profits to charitable causes that we believe in. As a veteran myself, I like supporting combat veterans who have been wounded in the line of duty as well as vulnerable children who have been impacted by poverty, domestic violence or who have been orphaned due to natural disasters and armed conflict.

SOS Children's Villages

Founded in 1949, we are the largest nonprofit in the world dedicated to the care of orphaned, abandoned and other vulnerable children. Through our family support and care programs, medical centers, schools and emergency relief efforts we impact the lives of millions of children and families. We build families for orphaned, abandoned and other vulnerable children in 135 countries including the United States.

Homes For Our Troops

Homes For Our Troops (HFOT) is a privately funded 501(c) (3) nonprofit organization that builds and donates specially adapted custom homes nationwide for severely injured post – 9/11 Veterans, to enable them to rebuild their lives. Most of these Veterans have sustained injuries including multiple limb amputations, partial or full paralysis, and/or severe traumatic brain injury (TBI).

Baystate's Charitable Foundation

WITH GREAT SUCCESS Comes Great Responsibility. The Baystate Financial's Charitable Foundation was designed to bring assistance to children’s charities within our communities. We seek to support charities which promote and improve quality of life for disadvantaged children and families.  This foundation is not affiliated with MML Investors Services, LLC