We recognize the essential role of consultants in the retirement and benefit plan industry and look forward to serving as your business resource.
Consultant and industry relations
Commitment, innovation, and insight; with a focus on safeguarding information
We leverage our experience, insights and human interaction to drive the innovations that enhance our solutions. And we keep our clients abreast of policy and industry trend changes and what they may mean to their business and employees. All of this enables clients to lean on us so they can focus on their business and their people.
You can learn more about the solutions and services we offer below:
A dedicated consultant relations team
Whether you're gathering information or conducting a search, we're ready to help you find the solutions in the best interest of your clients. Contact us for RFP support or to schedule a meeting. We also look forward to seeing you at an upcoming industry event. Visit our Industry Events page for additional information.
For RFPs, RFIs, fee benchmarking or other service requests, please email WorkplaceBenefits_Consultant_IndustryRelations@bofa.com
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Leadership
Benefit from 200+ years of leadership putting clients first, guided by a common purpose to make financial lives better through the power of every connection.
2025 Bank of America Workplace Benefits™ Consultant Summit
Join us November 12-13, 2025 for “The future of benefits at work” - an exclusive event for our valued consultant community. This is your opportunity to engage directly with senior leadership as they provide insights into the current state of our business and outline our strategic vision. For more information please email us at WorkplaceBenefits_Consultant_IndustryRelations@bofa.com.
Connect with a team member today.
Learn more about our retirement benefit options.
