Solutions for Your Small Business

At Bank of America Merrill Lynch, your small business won't be treated like every other business - large or small. We listen and work hard to understand your needs. Then, you'll choose from solutions that take into account your goals as an individual and a business owner, as well as your employees' needs.
Your goals for your business become our shared goals:
  • Enabling you to build personal wealth
  • Attracting and retaining talented employees and promoting their financial wellness
  • Reducing current tax obligations
  • Managing risk
Establishing and maintaining a retirement plan doesn't need to be confusing. Merrill Lynch Financial Advisors are committed to helping you understand your retirement plan options. They stay with you for the long haul, so you can focus on what is most important, meeting the needs of your business, customers and 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.
25% of workers and retirees have no savings at all.* Are your employees prepared for the future?
News, Accolades &
Thought Leadership
See our business lifecycle guide, "Financial Solutions for the Life of Your Business" PDF

Read more

Simplified Employee Pension (SEP) PDF Savings Incentive Match Plan for Employees (SIMPLE) here. PDF
See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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