Retirement Plans

Retirement, The Great New Beginning

Retirement Plans are a key driver of your benefits package to attract and retain key employees. With fiduciary services, trustee engagement, ongoing investment monitoring, and participant education, Bridgewealth and its team will enhance the benefits of your 401(k), profit sharing, or pension plan.

Plan Design

As a business owner, your goal may be maximizing tax deductions, employee retention, minimizing costs or liability, or just meeting state mandates. With so many options available, Bridgewealth will help you build the right plan for you and your company.

Participant Education

There is one thing all of us must deal with daily, and that is money. Unfortunately, so many lack financial literacy making our job of educating your employees so rewarding to both us and them.

Bridgewealth conducts onsite and video conference education meetings for participants. Having an advisor that is knowledgeable, experienced, and has a passion to educate others will truly enhance your retirement plan and employee satisfaction.

Fiduciary

As a fiduciary, we align our goals with you and help minimize your liability. Investment Monitoring Reports are sent to plan trustees on a quarterly basis thoroughly analyzing your plan’s investment platform.

Bridgewealth also conducts annual trustee meetings to review several areas of the plan such as the investment platform, the investment policy statement, plan design and structure, fees, participant education and resources, and new rules and regulations that may affect you and your plan.

Financial Planning