401(k) and Corporate Retirement Plan Services

Bridgehaven Fiduciary Partners is an independent consulting firm 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 differentiates itself from others in the industry by providing other consultative services many plan sponsors find valuable. These services may include:

  • Plan Design and Document Review
  • Administrative Oversight and Issue Resolution
  • Hardship Withdrawal and QDRO Determinations
  • Participant Demographics and Usage Analysis
  • Compliance Testing and Form 5500 Support
  • IRS/DOL Audit Support and Regulatory Compliance

or the following website link to learn more.