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The Bridgehampton Group

Building a Better Retirement

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401k Plan Management

Creating an integrated, holistic view of your financial picture allows us to better address your complete planning needs.

At The Bridgehampton Group, we believe that your existing company 401k plan should not be siloed from your overall financial plan. It can and should receive the benefit of  direct investment management and oversight from our investment teams. With our team professionally managing your 401k account, you can incorporate those assets into your current investment strategies and reporting.

Importantly, your 401K plan does not need to be re-located, or re-custodied to benefit from The Bridgehampton Group’s investment management services. You will retain full control of the account, with the same access and visibility through your company's 401k plan portal. You will benefit from our ability to make necessary changes on your behalf, using the investment selections offered by your company's 401K plan.

Professional 401k management allows you to take better control of your retirement security and receive investment and wealth planning inclusive of your retirement assets.

The advantages of professional retirement plan account management:

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  • Benefit from the same trusted expertise you rely on for your other assets.
  • Minimize volatility risk with proactive account review and rebalancing.
  • Avoid using common target-date funds options with higher expense ratios by opting for an actively managed allocation, customized to your situation, rather than a predefined timeline.

About Our Partner

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Pontera is a fintech platform dedicated to helping individuals retire with greater wealth and financial security. Founded in 2012, the company delivers a secure and seamless platform for financial advisors to manage 401(k) and other held away accounts. They have been a trusted partner of Ingalls & Snyder since 2024.

Ingalls & Snyder is a brand name used for the affiliated companies of I&S Group, LLC.  Bridgehampton Group is a team at Ingalls & Snyder that offers investment advisory and brokerage services. Investment advisory services are offered through Ingalls Investment Management, LLC ("IIM"), an SEC registered investment adviser, and brokerage services are offered through Ingalls & Snyder, LLC ("INGS"), a member of FINRA and SIPC.  When offering investment advisory services, individuals act as investment advisor representatives or, otherwise, employees of IIM.  When offering brokerage services, individuals act as a registered representatives or associated persons of INGS.  

For more information and disclosures regarding Ingalls & Snyder, LLC and Ingalls Investment Management, LLC, please visit the Important Information page.  In addition, you may check Ingalls’ regulatory history and background on FINRA’s BrokerCheck website.

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The Bridgehampton Group is an investment advisory management team at Ingalls & Snyder, LLC, an investment advisor registered with the U.S. Securities & Exchange Commission and a FINRA member broker dealer. The content in this website is for informational purposes only and is not intended to be a general guide to investing, or as a source of any specific investment recommendation and makes no implied or express recommendation concerning the manner in which any account should be handled. Any investment program involves certain risks, including loss of principal, and no assurance can be given that any specific objective will be achieved. None of the content provided herein should be deemed tax or legal advice. Each individual’s tax and financial situation is unique. Therefore, you should consult a professional legal and tax advisor before taking action.

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