Achieving financial wellness

Keeping benefits in balance

In today's complex organizations, managing retirement benefits and wealth accumulation programs for employees is one of the most challenging jobs in business. It's a multi-dimensional balancing act. Employees at all levels look to you for programs and advice to help them achieve financial wellness. Management wants competitive benefits with a competitive cost structure. Rapid economic, social and regulatory changes call for flexibility and a high degree of fiduciary oversight, transparency in fee structures, and bottom-line results. With Bank of America Merrill Lynch as your retirement benefits partner, you will be in a position to balance competing demands, empower employees and keep them focused on their work, and help achieve strategic business goals.

Our size and experience gives you flexibility

Broadly experienced and capable in virtually every type of plan and benefits solution, Bank of America Merrill Lynch offers you unparalleled flexibility. If you are looking for a specific service, or solutions for a single plan - we're with you. Or, if you need a comprehensive, integrated suite of benefits - we can do that.
You want customized, tailored solutions. We invite you to learn how Bank of America Merrill Lynch allows you to focus on what your employees needs rather than what your provider can deliver.
Your fiduciary role adds a level of complexity that you must carefully manage. That's why diversified investments, plan documentation and fees transparency is important to you. Our specialists can guide you in implementing fiduciary best practices across your plans.
25% of workers and retirees have no savings at all.* Are your employees prepared for the future?
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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