401k

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

Wells Fargo Advisors does not provide tax or legal advice.

Investing involves risk including the possible loss of principal. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. An investment in the stock market should be made with an understanding of the risks associated with common stocks, including market fluctuations. Dividends are not guaranteed and are subject to change or elimination.