401(k) and Corporate Retirement Plan Services

Bridgehaven Fiduciary Partners is an independent consulting practice specializing in providing institutional retirement plan services. Through our Institutional Consulting Services (ICS) Agreement, Bridgehaven is a fiduciary as defined in Section 3(21) and Section 3(38) of ERISA for investment consulting and advisory services which may include:

  • Investment Policy Statement
  • Investment Search and Recommendations
  • Performance Reporting
  • Service Provider Search
  • Plan Benchmarking
  • Fiduciary Meeting Support
  • Employee Education



Bridgehaven Fiduciary Partners will help you incorporate industry best practices designed to protect you as a named plan fiduciary. In addition, Bridgehaven strives to differentiate itself by providing a level of oversight to assist the plan sponsor in fulfilling their fiduciary duties. These services include:

  • Help analyze plan design changes and employer contribution modeling
  • Inspection of compliance testing results
  • Assist with hardship withdrawal and QDRO determinations
  • Review of required plan and participant notices and/or disclosures
  • IRS Form 5500 check
  • Support for IRS or DOL audits



To View Bridgehaven Fiduciary Website CLICK HERE To Learn More

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Bridgehaven Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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