The purpose of an employee retirement plan is to help workers obtain the assets they need in time for their retirement. The aim of plan sponsors and trustees should be to encourage more employees to participate and maximize their contributions to the plan. In order to meet these objectives, employees often need assistance in setting individualized goals, making investment decisions, and understanding relevant administration issues with their company’s plan. An effective participant education program provides such assistance tailored the needs of the particular workforce and the details of the plan design and the Investment Policy Statement.

At Bridgehaven, we work with plan sponsors to develop education programs that meet their employees’ needs. We also provide ongoing assistance to plan participants to ensure they have updated information and are able to make any necessary changes over time.
Our services include:

  • Interactive group education meetings in-person or via webinar
  • Direct phone access to advisors
  • Investment options and asset allocation advice
  • General financial education and wellness