Firm Awards and Recognition
Bridgehaven Fiduciary Partners is proud to be recognized by the industry as a fiduciary and a top advisory team specializing in serving the defined contribution (DC) retirement plan community across the United States. In addition, we have been quoted by numerous news publications throughout the years given our expertise and prominence in the retirement space.
Click on the Firm Award links below to view the most current associated press releases:
NAPA
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Bridgehaven Fiduciary Partners named NAPA Top DC Advisor Teams 2017 – 2021*
*The 2021 National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Teams are rated by self-reported DC assets under advisement (AUA) for the prior year, AUA threshold of $100 million. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Financial Times
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Bridgehaven Fiduciary Partners named FT 401 Top Retirement Advisers 2018 – 2020*
*The Financial Times 401 Top Retirement Advisers ratings are based on the previous year’s data provided by financial advisors and financial services firms. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. Investment performance is not an explicit component. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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A look at how transactional tax would impact Main St. vs. Wall St.
Senator Bernie Sanders (I-Vt.) is proposing a 0.5 percent tax on stock trades and a 0.1 percent tax on bond trades to pay off student debt. Greg Marsh, Managing Director at Bridgehaven Fiduciary Partners, joins "Power Lunch" to discuss whether the proposal would generate enough money.
Click here to see the full interview.
Click on the links below to read the associated news articles.
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Companies Share Tax Savings With Workers Delayed Departure On Guard |
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Good Advice for Plan Sponsors: Monitor Advisors New areas for 301(k) lawsuits emerge Once More Unto the Fiduciary Breach |