Employee Resources

Meeting the ultimate test: Does it work for your employees?

Well-designed retirement and benefit plans offer flexibility for diverse and changing employee populations. Ultimately, plans must help employees achieve their goals and overall financial wellness, and gain recognition for your business as a responsible employer. Communication and education are as important as plan design.

Bank of America Merrill Lynch experts will guide you through the behavioral keys to program success, providing options that serve employee interests, including:

  • Targeted multi-media communication tools and programs
  • Auto-enrollment and qualified default investments
  • Investment advice in several forms
  • Robust education on saving, investing, and plan utilization
  • 24/7 access to information through our awardwinning participant Web site and call center

Targeted, focused communications

Our communications are designed to create awareness, educate and motivate employees to take action, with personalized information to drive specific behaviors based on life stage, career milestones or corporate events. We offer a wide range of communications across all touch points:

Bank of America Merrill Lynch experts will guide you through the behavioral keys to program success, providing options that serve employee interests, including:

  • Customized, workplace-based interactions
  • Proactive outreach campaigns
  • One-on-one consultations: With Participant Service Representatives, Retirement Education Specialists, Financial Consultation Specialists and members of our Financial Advisor Network
  • Multimedia solutions, including e-learning seminars and tutorials
  • Integrated participant statements, which consistently receive the DALBAR Seal of Excellence
25% of workers and retirees have no savings at all.* Are your employees prepared for the future?
Helping Employees Reach
Financial Wellness
Plan Sponsor magazine interviews Andy Sieg, Head of Bank of America Merrill Lynch Retirement & Philanthropic Services. PDF
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See how Retirement and Benefit Plan Services can expand the possibilities of your employee benefit solutions.
1.877.895.2176