We'll make you even better
Your clients look to you to be a go-to resource - knowledgeable,
independent and objective - and able to deliver the best solutions that
the industry has to offer, FAST!
Bank of America Merrill Lynch has high regard for your unique role in
the retirement plan industry, and would welcome an opportunity to be
your business partner.
First and foremost, you want a partner that can provide a full range of
solutions in all types of plans, with varied investment and advice options,
with powerful employee communications. That's clearly us.
Beyond plans and programs, you'll be a phone call away from:
- One point of contact that can coordinate and deliver all that we have to offer
- Fast responses for requests for proposals (RFPs) and pricing
- The ability to meet - and beat - service standards
- Views on industry trends from our book of business and beyond.
Please take a moment to review Bank of America Merrill Lynch's
renewed dedication to innovation as evidenced by our products, such as:
- Advice Access - A proprietary tool that enables us to provide employees with specific, action-oriented retirement advice.
- Financial Wellness Monitor™ - An innovative way to track plan utilization data and set the stage for your work with clients on plan design and communication.
- Benefits OnLine® - Our award-winning Web site for plan participants that provides a consolidated view of their plans, accounts and alternatives.
- @Work® - Multi-faceted workplace solutions that offer employees access to education and savings on banking products
25% of workers and retirees have no savings at all.* Are your employees prepared for the future?
BofA Merrill Lynch Announces New Consultant Relations Strategy Bank of America Merrill Lynch announced plans to significantly increase its commitment to partnering with and serving the institutional consultant community.
press release
press release
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
1.877.895.2176