POINT of View

Financial Services Organizations are Poised to Benefit from LEgislative Movement in Multiple Employer Plans (MEPs)

Financial Services Organizations are Poised to Benefit from LEgislative Movement in Multiple Employer Plans (MEPs)

Read BridgePoint’s latest paper on MEPs and PEPs.

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About BridgePoint Group

Delivering Vision and Value to the Financial Services Industry

BridgePoint Group is a management consulting firm focused exclusively on the challenges facing financial institutions. Because our associates have extensive line management experience, we bring unique capabilities, both in the depth and type of experience we lend.

At BridgePoint, we have an unwavering commitment to our clients’ success and are dedicated to delivering objective and practical solutions.

We invite you to learn more about how we can help you.

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Current Engagements

The BridgePoint Difference

A Sample of BridgePoint’s Current Engagements:

Strategy
· Developing a new retirement market entrance strategy for a large Financial Services firm
· Leading the evaluation of strategic business options for a Financial Services firm

Product & Marketing
· Leading the new product rollout for an Asset Management firm 
· Performing a retirement product gap analysis for a large Insurance Firm
· Developing the market positioning for a Financial Services firm 

Service/Customer Experience
· Enhancing the plan sponsor experience by improving the accuracy of information provided on common requests for leading retirement provider
· Enhancing the participant enrollment experience for a small market Retirement Provider

Operations
· Assessing key processes and oversight procedures of an investment management firm’s intermediary distribution arrangements to ensure regulatory compliance
· Performing a revenue audit for an Institutional Retirement Recordkeeper
· Redesigning the compliance process and quantifying staffing needs for a leading retirement provider

The industry is continuously evolving, and firms need dynamic strategies to succeed.

—Jody Meth, Practice Director

Competing to win requires confidence. BridgePoint's practical expertise enables financial services organizations to deliver successful business outcomes.

—Barbara March, CEO