We'll make you even better

As a consultant, your clients look to you as a go-to resource — knowledgeable, independent, and able to deliver industry-leading solutions quickly. At Bank of America Merrill Lynch, we have high regard for your unique role in the retirement and benefits plan industry, and we would welcome an opportunity to be your partner and business resource.
As one of the largest, most capable financial institutions, serving approximately 57 million consumers and small businesses in the U.S.1, Bank of America Corporation has an enviable view of our industry and the business environment in which we all operate. Bank of America Merrill Lynch is prepared to back you up with data, trend information, and thought leadership that gives you a competitive edge.

  • We're highly focused on building and strengthening our relationships with consultants through our consultant relations team who are backed by a dedicated group of relationship managers, benefit specialists, regional service centers and licensed financial professionals
  • Fast, timely and best-in-class responses on requests for proposals (RFPs) from our RFP team, with customized proposals in about 10 days from receipt of documentation.
  • Ongoing, targeted communications, including access to the latest research, products, services and issues critical to your business through email alerts and a bimonthly newsletter specifically for consultants
  • A shared client service model that assures a structured, collaborative approach to plan measurement, reviews and annual planning

We want to be your trusted resource, supporting you with concrete, practical guidance in every interaction we have. Explore how Bank of America Merrill Lynch can help improve your clients' results and your consulting opportunities. Call our Consultant Relations Team for more information at 1-877-895-2176.

1Source: Bank of America Investor Relations, Bank of America Corporation

Key consultant touch points — in person, in print and online

You will hear from us in various ways, including:

Q1

  • Newsletter
  • Email alerts
  • Topical webcast
  • Annual Survey
  • Office visits
  • Consultant Advisory Board
  • Quarterly client updates (PIR and PSIR)

Q2

  • Newsletter
  • Email alerts
  • Topical webcast
  • Telephone contact
  • Senior management outreach
  • Quarterly client updates

Q3

  • Newsletter
  • Email alerts
  • Topical webcast
  • Office visits
  • Consultant Advisory Board
  • Regional conference
  • Quarterly client updates

Q4

  • Newsletter
  • Email alerts
  • Topical webcast
  • Telephone contact
  • Senior management outreach
  • Annual planning for joint clients
In 2009, the average monthly Social Security retirement benefit was just over $1100
"How to Save for Your Future: A Guide for Financial Security," available at Choosetosave.org 2010.
See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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