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®).
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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
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One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.