Institutional Services

Corporate Benefit Plans

As a specialist in corporate benefit plans, Longbridge Retirement Plan Services serves as your company's advocate – helping you to define your specifications and compare existing programs with your current goals. We help you orchestrate the plan; coordinate arrangements with your other advisors; and guide every aspect of your plan's development.

Our expertise spans a wide range of plan areas, including:

  • 401(k) Plans
  • Non‐Qualified Deferred Compensation Plans
  • Money Purchase Plans
  • Defined Benefit Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • SIMPLE Plans and Roth Plans
  • Financial Planning for Key Executives

Our corporate benefit services include:

Plan consulting and design

We review your existing plan documents, plan provisions, assets and investment choices, and make plan design recommendations that meet your plan's goals and objectives.

Plan conversion and enrollment services

As part of plan conversion, we implement the transition of your plan administration and help you communicate all of the necessary information to your employees.

Fiduciary support services

Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers.

Ongoing client services

We work in conjunction with your plan's custodian and third party administrator to coordinate benefit distributions, plan contributions, participant statements and more.


We are experienced in retirement plan compliance and can work with you and both your third party administrator and custodian to keep your plan current with ERISA and other regulatory requirements.

Investment selection

We recommend and provide access to a broadly diversified selection of investments from respected fund managers with long track records, without any inappropriate bias or incentives on our part. For deferred compensation plans, we evaluate your current funding arrangements, including life insurance. We subsequently can recommend and provide access to options that may be more current and cost‐effective through our independent relationships with many of the nation's leading insurance carriers.

Online access for 401(k) and 403(b) participants

We offer online account access providing balances, investment research, loan modeling, auto‐re‐balancing, investment guidance and more.

Transparent fees

Our fees are fully disclosed and are consistently competitive with most other providers.

Nonprofit Organizations

As specialists in the needs, objectives, organizational characteristics and regulatory requirements of charitable institutions (including nonprofit hospitals) and their donors, Longbridge Wealth Advisors, LLC is able to provide an array of specialized services to support your organization's goals.

Professional Investment Management

We take an open architecture approach which allows us to search for the best managerial talent across the full‐range of investment choices (institutional vehicles, securities, mutual funds, ETFs, etc.). In turn, we provide a customized program consistent with your investment objectives and tolerance for risk.

Our services include:

  • Customized Investment Policy Statement
  • Asset Allocation Modeling
  • Portfolio Construction
  • Performance Measurement and Review
  • Investment Performance Reporting/Analysis
  • Online Reports
  • Endowment and major gift consulting (we work with grant‐making and family foundations as well as nonprofit operating endowments)
  • Planned giving education and consulting (gift annuities, charitable remainder trusts, charitable lead trusts)
  • Board training on fiscal governance and oversight responsibilities
  • Financial presentations to the Board

Record Keeping and Administration

We employ state‐of‐the‐art technology and an experienced staff to help you address the increasing administrative and financial management demands of operating a non‐profit. Services include:

  • Specialized fund accounting and other special reports
  • Management of asset‐liability tracking on an active, ongoing basis through expense projection and reconciliation
  • Grant and gift processing, valuation and administration
  • Budget management and reporting
  • Distribution calculation and disbursement
  • Recordkeeping and custody services
  • Tax preparation assistance (in cooperation with your accounting firm)

Custodial Services

Through our independent relationships with industry‐leading custodians, we are able to help you expertly address the intricacies of oversight and reporting. We employ prudent governance procedures designed to ensure compliance with government requirements and mitigate your organization's exposure to fiduciary liability. Services include:

  • Fiduciary oversight into all components of your plan, including investment management*
  • Custody of assets
  • Calculation of spending policies
  • Integrated spending policy and asset allocation analysis
  • Governance and fiduciary assistance

* Fiduciary oversight by MAFM limited to ERISA 3(21)

Transparent fees

With our transparent fee structure, you will know up front what our fees are and why they're being charged. Our fees are clearly stated and fully explained.

Additional Financial Services

We also offer a full suite of sophisticated solutions and services for staff, board members and donors, including:

  • Tax‐advantaged charitable gifting strategies for donors and corporations
  • Donor estate planning in conjunction with the client's attorney of our network of qualified estate planning attorneys.
  • Retirement plan services for staff
  • Personal financial planning
  • Personal investment management
  • Risk management (including life, disability and long term care insurance)

Longbridge Retirement Plan Services