Uplift Benefits Group is a benefits optimization company with a single focus: converting employer payroll tax savings into enhanced employee compensation and benefits — at zero net cost. Our entire practice is built around the Trio program.
We are not a general benefits brokerage. We are not an insurance carrier. We are specialists in a specific, high-value mechanism that the vast majority of employers have never been shown — and we work alongside the agents, brokers, CPAs, and business advisors who bring it to their clients.
The legal architecture of the plan. 37+ years of ERISA and employee benefits law. Audit defense policy for employers and enrolled employees. Available for direct advisor consultations.
Plan administration. Every document, every report, every compliance record — managed by a team that specializes in self-funded and alternative-risk employer benefit plans.
The employee experience. A clinician-staffed virtual healthcare platform that makes the benefits real and usable — and provides the benefit-activity documentation that keeps the plan IRS-compliant.
A benefits advisor, broker, or CPA? If you're exploring whether Trio fits your clients, start here.
Whether you're an employer curious about the program or an advisor exploring how it fits your clients — we welcome the conversation.