BridgePort’s dedicated practice group specializes in delivering advanced, sophisticated retirement plan solutions tailored to our clients’ needs. We offer comprehensive support, including vendor search and review, fee negotiation, independent and objective investment oversight, and industry-leading best practices for participant education.

In an era of heightened regulatory demands and increasing litigation over fiduciary duty breaches, plan sponsors face greater challenges than ever. Partnering with experts who can reduce liability exposure and create cost-effective retirement plans is essential – for employees, principals, and owners alike.

With decades of experience in the retirement plan industry, BridgePort advisors bring deep expertise to every client partnership. Below is a partial list of the retirement plan solutions we provide: 

• Fiduciary Liability Mitigation: Guidance to minimize fiduciary risks and establish prudent, compliant processes.
• Shared Fiduciary Responsibility: Acting as a co-fiduciary alongside the plan sponsor to share ERISA liability.
• Optimal Investment Portfolios: Expert structuring of participant investment options for maximum benefit and suitability.
• Benchmarking and Cost Analysis: Detailed reports on plan costs and investment performance to ensure competitive fees and strong returns.
• Plan Design Expertise: Strategies to maximize contributions for principals, owners, and key employees.
• Full Fee Transparency: Complete disclosure of all costs without hidden revenue sources.
• Vendor Negotiation: Skillful negotiation with providers to secure the most cost-effective plan structure available.
• Access to Top Providers: Connections to the industry’s leading plan service providers.
• Participant Education: A robust communication and education platform grounded in industry best practices.

Our mission is to equip plan sponsors with the expertise, tools, and confidence to manage successful retirement plans in a complex and evolving landscape. Let BridgePort deliver a retirement plan solution that works for everyone.