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 Defined Contribution RFPs, RFIs, fee benchmarking or other service requests, please email WorkplaceBenefits_DefinedContribution@bofa.com.
Explore more
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.
