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.
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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.
Kickstarting 2025: Setting Priorities for Global Equity Tax & Compliance Success
January 23, Noon to 1 p.m. Eastern
Start the new year strong with a comprehensive look at the global tax and compliance updates that matter most for your equity programs. As 2025 begins, setting the right priorities and staying informed about upcoming deadlines and regulatory changes is key to ensuring your programs remain compliant and efficient. In this session, we’ll explore year-end reporting requirements, highlight critical global developments, and provide practical tips for navigating complex tax and compliance landscapes. Don’t miss this opportunity to set your team up for success and confidently manage your global equity plans throughout 2025 and beyond!
To learn more visit our Industry Events and Webcasts page.
Connect with a team member today.
Learn more about our retirement benefit options.
