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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.

 

 

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Bespoke Benefits

129 E Street | Suite A3

Davis, California 95616

530-756-5323 (local)

415-323-5570 (SF)

323-380-8709 (LA)

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resources

Health Care Reform Information

Individual Life Insurance

Medicare Plan Options

Discount Rx Program