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 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



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