Guiding Employers Toward Stronger Retirement Outcomes.
Guiding Employers Toward Stronger Retirement Outcomes.
Guiding Employers Toward Stronger Retirement Outcomes.
Trusted experts delivering personalized retirement plan design, administration, and compliance support for businesses committed to long-term employee financial wellness.
Trusted experts delivering personalized retirement plan design, administration, and compliance support for businesses committed to long-term employee financial wellness.
Trusted experts delivering personalized retirement plan design, administration, and compliance support for businesses committed to long-term employee financial wellness.
Who We Are
BrightPath delivers clear, dependable retirement plan guidance with proactive service, accurate administration, and deep expertise tailored to growing organizations nationwide.
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Plans served with accurate administration, responsive support, and a commitment to long-term operational excellence.
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Plans served with accurate administration, responsive support, and a commitment to long-term operational excellence.
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Plans served with accurate administration, responsive support, and a commitment to long-term operational excellence.
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Participants supported through precise compliance, clear communication, and dependable year-round service.
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Participants supported through precise compliance, clear communication, and dependable year-round service.
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Participants supported through precise compliance, clear communication, and dependable year-round service.
$0M+
$0M+
In assets administered across diverse industries with meticulous oversight and fiduciary-focused operational processes.
$0M+
$0M+
In assets administered across diverse industries with meticulous oversight and fiduciary-focused operational processes.
$0M+
$0M+
In assets administered across diverse industries with meticulous oversight and fiduciary-focused operational processes.
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Advisor partnerships strengthened through consulting, timely updates, and reliable plan administration expertise.
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Advisor partnerships strengthened through consulting, timely updates, and reliable plan administration expertise.
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Advisor partnerships strengthened through consulting, timely updates, and reliable plan administration expertise.
Our Services
Our Expertise
Start Your Growth Journey
Start Your Growth Journey
Start Your Growth Journey
Testimonials
What Our Clients Say
“BrightPath made our plan administration seamless—accurate, timely, and always proactive in addressing questions.”
Sarah Thompson
HR Director, Manufacturing Firm
“Their compliance guidance has been exceptional. We trust BrightPath to keep our plan running flawlessly year-round.”
Mike Scott
CFO, Hospitality Company
“BrightPath streamlined our transition and improved our participants’ experience with clear communication and detailed plan oversight.”
Linda Rivera
Benefits Manager, Healthcare Provider
“As an advisor, partnering with BrightPath elevates the experience for my clients—fast responses, reliable data, and real collaboration.”
Marlo Fentris
Financial Advisor, RBC
“They deliver accuracy we can count on. BrightPath’s team feels like an extension of our internal benefits department.”
John Ravenwood
VP Operations, Construction Firm
Testimonials
What Our Clients Say
“BrightPath made our plan administration seamless—accurate, timely, and always proactive in addressing questions.”
Sarah Thompson
HR Director, Manufacturing Firm
“Their compliance guidance has been exceptional. We trust BrightPath to keep our plan running flawlessly year-round.”
Mike Scott
CFO, Hospitality Company
“BrightPath streamlined our transition and improved our participants’ experience with clear communication and detailed plan oversight.”
Linda Rivera
Benefits Manager, Healthcare Provider
“As an advisor, partnering with BrightPath elevates the experience for my clients—fast responses, reliable data, and real collaboration.”
Marlo Fentris
Financial Advisor, RBC
“They deliver accuracy we can count on. BrightPath’s team feels like an extension of our internal benefits department.”
John Ravenwood
VP Operations, Construction Firm
“BrightPath made our plan administration seamless—accurate, timely, and always proactive in addressing questions.”
Sarah Thompson
HR Director, Manufacturing Firm
“Their compliance guidance has been exceptional. We trust BrightPath to keep our plan running flawlessly year-round.”
Mike Scott
CFO, Hospitality Company
“BrightPath streamlined our transition and improved our participants’ experience with clear communication and detailed plan oversight.”
Linda Rivera
Benefits Manager, Healthcare Provider
“As an advisor, partnering with BrightPath elevates the experience for my clients—fast responses, reliable data, and real collaboration.”
Marlo Fentris
Financial Advisor, RBC
“They deliver accuracy we can count on. BrightPath’s team feels like an extension of our internal benefits department.”
John Ravenwood
VP Operations, Construction Firm
“BrightPath made our plan administration seamless—accurate, timely, and always proactive in addressing questions.”
Sarah Thompson
HR Director, Manufacturing Firm
“Their compliance guidance has been exceptional. We trust BrightPath to keep our plan running flawlessly year-round.”
Mike Scott
CFO, Hospitality Company
“BrightPath streamlined our transition and improved our participants’ experience with clear communication and detailed plan oversight.”
Linda Rivera
Benefits Manager, Healthcare Provider
“As an advisor, partnering with BrightPath elevates the experience for my clients—fast responses, reliable data, and real collaboration.”
Marlo Fentris
Financial Advisor, RBC
“They deliver accuracy we can count on. BrightPath’s team feels like an extension of our internal benefits department.”
John Ravenwood
VP Operations, Construction Firm
“BrightPath made our plan administration seamless—accurate, timely, and always proactive in addressing questions.”
Sarah Thompson
HR Director, Manufacturing Firm
“Their compliance guidance has been exceptional. We trust BrightPath to keep our plan running flawlessly year-round.”
Mike Scott
CFO, Hospitality Company
“BrightPath streamlined our transition and improved our participants’ experience with clear communication and detailed plan oversight.”
Linda Rivera
Benefits Manager, Healthcare Provider
“As an advisor, partnering with BrightPath elevates the experience for my clients—fast responses, reliable data, and real collaboration.”
Marlo Fentris
Financial Advisor, RBC
“They deliver accuracy we can count on. BrightPath’s team feels like an extension of our internal benefits department.”
John Ravenwood
VP Operations, Construction Firm
Our Goal
Clear Retirement Confidence
Our goal is to simplify the retirement plan experience for employers and participants by delivering accurate administration, proactive guidance, and long-term partnership that strengthens financial outcomes for every workforce.
Our Goal
Clear Retirement Confidence
Our goal is to simplify the retirement plan experience for employers and participants by delivering accurate administration, proactive guidance, and long-term partnership that strengthens financial outcomes for every workforce.
Our Approach
We combine expert plan design, meticulous oversight, and proactive communication to help organizations operate efficient, compliant, and employee-focused retirement programs.
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Assess Needs
Understand goals, workforce, and plan requirements to craft the right strategy.
01
Assess Needs
Understand goals, workforce, and plan requirements to craft the right strategy.
01
Assess Needs
Understand goals, workforce, and plan requirements to craft the right strategy.
02
Design Plan
Build efficient structures supporting compliance, savings potential, and tax advantages.
02
Design Plan
Build efficient structures supporting compliance, savings potential, and tax advantages.
02
Design Plan
Build efficient structures supporting compliance, savings potential, and tax advantages.
03
Administer
Deliver accurate processing, timely reporting, and responsive employer support.
03
Administer
Deliver accurate processing, timely reporting, and responsive employer support.
03
Administer
Deliver accurate processing, timely reporting, and responsive employer support.
04
Optimize
Review performance and adjust plan features to meet evolving business needs.
04
Optimize
Review performance and adjust plan features to meet evolving business needs.
04
Optimize
Review performance and adjust plan features to meet evolving business needs.
Let’s Build Your Plan
Partner with a trusted retirement expert committed to delivering clarity, accuracy, and long-term value for your organization and employees.
Let’s Build Your Plan
Partner with a trusted retirement expert committed to delivering clarity, accuracy, and long-term value for your organization and employees.
Let’s Build Your Plan
Partner with a trusted retirement expert committed to delivering clarity, accuracy, and long-term value for your organization and employees.