Partnering with Penbridge

Penbridge Advisors helps defined benefit plan sponsors implement the most efficient solutions for plan maintenance, de-risking and pension risk transfer.
In delivering its services, Penbridge frequently works in collaboration with the sponsor’s other advisors, including law firms, consulting actuaries, annuity placement specialists, independent fiduciaries, investment consultants, asset managers and financial advisors/investment banks.
Penbridge believes this coordinated approach provides the plan sponsor the comprehensive information needed to make balanced, well-informed decisions.

Penbridge works alongside the sponsor’s other advisors in either of two ways:

Teaming agreement – Penbridge contracts with another advisor to provide that advisor’s client – the plan sponsor – a specific deliverable such as a PRT Assessment.

Strategic alliance – Penbridge enters into an agreement with another advisor to provide coordinated defined benefit plan services.

To request more information on partnering opportunities, please click here.