Your Team

Making your job easier

We provide you with a point of contact in our organization that will orchestrate all the resources you need to keep plans running smoothly and solve problems. Your business needs and the complexity of your benefits program will call for a mix of resources that is right for you.
Financial Advisor or Relationship Manager
Typical Roles		 Client Relationship Manager
Typical Roles
  • Conducts investment reviews
  • Holds regular client service reviews
  • Coordinates and provides participant communications and enrollment and education meetings
  • Introduces and implements new services.
  • Strategic partner who ensures your plan goals and objectives are met
  • Ensures day-to-day needs are met
  • Oversees a team of seasoned benefit professionals
  • Responds quickly to requests including correspondence, ad hoc reporting and hardship processing
  • Acts as your go-to person for questions about your benefit plans
  • Coordinates additional resources such as compliance and technology
  • Consults with you on new product and service offerings that help you meet your Plan goals and objectives
Since 1914, Merrill Lynch Financial Advisors have helped investors reach their goals with expertise and an objective approach. Your Financial Advisor will evaluate your retirement and benefits program, make recommendations, monitor your program on an ongoing basis, and coordinate education for employees.

Is It Time for a Change of Plan?
Almost half of all business owners work with a Financial Advisor.

Our new breed of Financial Advisors
When you work with a Financial Advisor at Bank of America Merrill Lynch, be ready to deal with a new breed of professional that interacts with the best minds in the industry, and works with real-time data and modern technology.

Each designated Financial Advisor in our Retirement and Benefit Plan Services business has:

  • A broad view of financial products, services, and solutions
  • At least five years of experience with mid-sized to large corporate clients
  • A history of industry engagement as evidenced by benefits conference attendance
  • Professional designations such as PLANSPONSOR Retirement Professional (PRP) and Certified Investment Management Analyst (CIMA)
  • Successful completion of the panel assessment by key Bank of America Merrill Lynch leaders.
... Currently, Social Security replaces an average of about 40 percent of that pre-retirement income.*
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
1.877.895.2176