Bridge Benefits Group

Bridge Benefits Group is an American workplace benefits and retirement plan advisory firm. According to its own website, it describes itself as a "results driven Workplace Benefits firm specializing in optimizing cost effective retirement and benefits programs for small, medium, and large businesses and non-profits." The firm positions itself as an independent advisory practice, stating that it is "not beholden to any providers, recordkeepers, or products," and that it acts as a co-fiduciary and investment fiduciary for its clients. The company's service model is organized around three pillars: personalized advice, selection and monitoring of benefit providers, and ongoing review of retirement and health and welfare programs. For employers, Bridge Benefits Group works to understand organizational goals and to design benefits strategies intended to achieve optimal results. Its employer-facing offerings include workplace retirement plans and health insurance and PEO (professional employer organization) arrangements. For individuals, the firm provides services related to life insurance, withdrawals, rollovers and distributions, one-on-one education, and account access. Bridge Benefits Group states that its team has 40 years of combined experience in the benefits industry. Its stated mission is to reduce client expenses and improve benefits while providing a high level of service. The firm also offers a no-cost comprehensive plan review through a contact form on its website. The firm's website includes a page about LPL Financial, indicating a relationship with LPL Financial Holdings Inc. (Nasdaq: LPLA), a major U.S. wealth management and brokerage firm. The page describes LPL as supporting more than 32,000 financial advisors and approximately 1,100 financial institutions, with roughly $2.3 trillion in brokerage and advisory assets as of April 30, 2026. The exact nature of the relationship between Bridge Benefits Group and LPL Financial is not detailed in the available evidence, but the presence of the page suggests that LPL may serve as a custodian, broker-dealer, or platform partner for some of Bridge Benefits Group's advisory activities. Bridge Benefits Group is a private firm. Its headquarters location, founding year, and ownership structure are not specified in the available evidence. The company operates in the United States and focuses on the workplace benefits and retirement advisory market.

Bridge Benefits Group is an American workplace benefits and retirement plan advisory firm. The available evidence does not specify the firm's founding year, founder, or headquarters location. Its website states that the team has 40 years of combined experience working in the benefits industry, which suggests that the firm's principals have long careers in the sector, but this does not establish when the firm itself was established. The firm describes itself as a "results driven Workplace Benefits firm specializing in optimizing cost effective retirement and benefits programs for small, medium, and large businesses and non-profits." It operates as an independent advisory practice, emphasizing that its independence allows it to provide custom-tailored solutions and that it is "not beholden to any providers, recordkeepers, or products." It also states that it acts as a co-fiduciary and investment fiduciary, committing to act in the best interest of clients. Bridge Benefits Group's service model is built on three pillars: personalized advice, selection and monitoring, and ongoing review. In the selection and monitoring phase, the firm states that it "sits on your side of the negotiating table" to guide clients through the proposal process, analyze information, and help them make informed decisions. In the ongoing review phase, it streamlines the health and welfare of retirement programs over their lifetime, informs clients about regulatory changes, program enhancements, and annual investment due diligence, and distributes fiduciary notices to plan participants. For employers, the firm offers workplace retirement plans and health insurance and PEO arrangements. For individuals, it provides life insurance, withdrawals, rollovers and distributions, one-on-one education, and account access. The firm also offers a no-cost comprehensive plan review. The firm's website includes a page about LPL Financial Holdings Inc. (Nasdaq: LPLA), describing LPL as a leading wealth management firm that supports more than 32,000 financial advisors and approximately 1,100 financial institutions, with roughly $2.3 trillion in brokerage and advisory assets as of April 30, 2026. This page suggests a relationship between Bridge Benefits Group and LPL Financial, though the exact nature of that relationship is not detailed in the available evidence. It is common for independent advisory firms to use LPL as a broker-dealer or custodian platform. As of the available evidence, Bridge Benefits Group is a private firm operating in the United States. No information is available about its ownership, leadership, or any major milestones such as acquisitions or expansions.

Independent, results-driven workplace benefits and retirement advisory firm acting as a co-fiduciary and investment fiduciary, not beholden to any providers, recordkeepers, or products.

• Workplace Retirement Plans

  Custom retirement plans for companies and organizations.

• Health Insurance & PEOs

  Health insurance and professional employer organization arrangements.

• Life Insurance

  Life insurance services for individuals.

• Withdrawals, Rollovers & Distributions

  Services for individuals regarding withdrawals, rollovers, and distributions.

• One on One Education

  Individual education services for financial stability.

• Account Access

  Account access services for individuals and participants.

• Comprehensive Plan Review

  No-cost comprehensive plan review offered through a contact form.

1. 1Home | Bridge Benefits Groupbridgebenefitsgroup.com
2. 2Servicesbridgebenefitsgroup.com
3. 3Why Bridge Benefits Group?bridgebenefitsgroup.com
4. 4About LPL Financialbridgebenefitsgroup.com
5. 5Bridge Benefits Groupwikidata.org