Our exclusive relationship with best-in-class independent retirement plan consultants provides Bespoke Benefits' clients access to a full suite of services related to their retirement plan.
- Plan Provider Selection
- Third Party Administration Selection
- Plan Design Guidance
- Investment Guidance & Analysis
- Employee Education & Enrollment
- Fiduciary Responsibility Review & Guidance
Additionally, for organizations holding $1 million or more in current retirement plan assets our independent retirement plan consultants can prepare a report detailing current fee and vendor benchmarking. This review provides clients and plan fiduciaries the information they need to run their plan efficiently for the benefit of the participants.