Flexible Investments
Open investment architecture puts you and your employees in charge
Regardless of the size of your business or the complexity of your
retirement plans, Bank of America Merrill Lynch can develop an
appropriate investment mix for your type of plans and employee
demographics and preferences.
By screening thousands of investment options based on their
objectives, cost, performance, volatility and management, we can help
you create a "core" menu that offers diversification and choice. And
we have the people, processes and technology to ensure that daily
operations are handled efficiently.
Our open architecture investment platform includes
- 130 mutual fund families with more than 4,700 investment options
- More than 1,600 institutional share-class investment options
- 33 actively managed and 11 passive collective trusts
- Separately managed accounts
- Company stock solutions*
- Custom portfolios
- Self-directed brokerage.
*Publicly traded company stock
Only 10% of defined contribution participants contributed the maximum to their accounts.
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
1.877.895.2176