Innovation

Focusing on workplace benefits and services

As one of the most broadly-capable and experienced providers of workplace benefits and services in America, the Retirement and Benefit Plan Services group at Bank of America Merrill Lynch is dedicated to helping your business succeed and helping your employees achieve financial wellness. The scope of our work includes:
  • 2,000 retirement and benefit plans
  • 4 million participants
  • $82 billion in plan assets.
Our knowledge and experience enable us to deliver solutions across virtually every type of wealth management program available under current regulations and tax laws.
We are innovators in technology where it works to make your job easier, meet your needs for information, and provide 24-7 employee access to accounts, tools and resources.
Someone planning to spend $50,000 a year in retirement will need roughly $1.25 million in retirement savings.*
News, Accolades &
Thought Leadership
Put a partner with size and experience to work for your business PDF
Financial Wellness: Holistic planning today for retirement tomorrow
The recent economic downturn has crystallized a problem that has been building for years: many people haven't saved enough for retirement. PDF
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
1.877.895.2176