Plotting out the specifics an employee retirement plan can be a difficult proposition for even the most sophisticated business owner. Efficient plan design requires the consideration of numerous elements, including plan features and oversight, participant attributes and behaviors, and investment-related information.

Bridgehaven’s team of experts consult with plan sponsors to properly identify and incorporate these types of issue into their plan designs.

Our services include:

  • Customized plan design recommendations
  • Review of plan documents to ensure compliance
  • Employer contribution analysis and modeling
  • Participant demographic and usage analysis