About Bridget
Bridget provides support and guidance to plan sponsors who want to create high-quality retirement plans for their small businesses. For more than a decade, sheβs helped business leaders tailor their retirement plans to their business and its people.
She began her career at Country Club Financial Services and later became a 401(k) consultant at Paychex. She is a Chartered Retirement Planning Counselor (CRPC®).
Ask About Our Free Research & Guides
Tax Savings Guide for Business Owners
Provider Evaluation Checklist
The 401(k) Plan Cost Guide
As an employer offering a 401(k), you have a fiduciary responsibility to make sure your planβs fees are reasonable.
Fund Lineup Checklist
Quickly audit your fund lineup with this checklist
Contact Us
One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.
