Escalating market dynamics are leading many retirement providers to ask, “How do we grow our business given limited resources, demanding customers and rapidly changing markets?”

BridgePoint helps clients gain confidence by ensuring that your strategies will meet desired business goals and strengthening your ability to execute strategies and achieve the desired business results.

Execute Wisely. Learn more...

Our Experience

We bring industry perspective

Helping your organization objectively understand where the industry is headed and best practices as you chart your course forward is invaluable. Our team has actively participated in and influenced the industry including:

SPARK (Society of Professional Asset Managers and Record Keepers) member and Board of Directors
National Defined Contribution Council member
American Benefits Council member
Global Operations and Technology member for INVESCO, Fidelity Investments and ING
Mutual Fund Transfer Agency Board of Director Positions
FINRA licensed Series 6, 7, 24, 26, 63
Six Sigma designations

Our Services

Growth and Effectiveness

Facilitated some of the largest mergers in banking history as well as numerous business process and organizational transformation efforts.

Strategic Planning, Business Planning
BPO/offshore outsourcing (captive and non captive)
Mergers, Acquisitions
Platform Consolidations

Our Vision

Redefine the way you slice

Customer Value – they see it, recognize they are paying for it, and are willing to pay for it.
Company Value – generates revenue, reduces risk, builds the brand
No/Low Value – everything else

Where to Find Us

The ASPPA 401(k) SUMMIT

March 18-20, 2012

Join BridgePoint and get the latest legal and regulatory developments right from the source, experience the best educational sessions in the business and network with the top professionals in the industry at exclusive events.

Event details

Services

Regulatory

Established document foundation for major 403(b) provider.

Retirement Services Compliance and Document Services
FINRA/SEC/Broker Dealer compliance
Broker Dealer start ups, consolidations, sales and decommissions

Connect With Us

BridgePoint

3 Lambert Cove
Flagler Beach, FL 32136-3000
Phone: (855) 274-3434
connect@getbridgepoint.com

All site content ©The BridgePoint Group, LLC. | 3 Lambert Cove, Flagler Beach, FL 32136-3000
Phone: (855) 274-3434 | connect@getbridgepoint.com