Retirement Plans

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.

Core Services

• 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.