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 research, our team is here to support you in identifying solutions that best serve your clients’ needs. Please feel free to reach out to your dedicated Consultant Relations contact, or email us at workplacebenefits_consultant_industryrelations@bofa.com to connect with a team member. We’re happy to assist with RFPs, RFIs, fee benchmarking, and a range of other service requests.
Karen Watts
Defined Contribution
Danyle Anderson
Stock Plan Services
Steve Muller
Defined Contribution
Allan Voytek
Health Benefits
Patrick Dunne
Generalist
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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.
Connect with a team member today.
Learn more about our retirement benefit options.
