Bridge Benefits Groups is happy to offer these services. You do not have to contact your record keeper or provider.
Bridge Benefits Group provides one on one investment education for all of its participants. If you have questions on how to allocate your profile about the rules associated with your plan, or if you want to talk more about you and your family’s financial picture, we are here to help. You can always know that as fiduciaries we are always working in your best interest. We care deeply about well-being of all participants in our plans and we strive to ensure they are achieving their personal goals.