Delivering Financial Wellness
The ultimate success of any benefits program will depend on its ability to foster a financially efficient employee population. That’s why our commitment to clients includes an extended commitment to the financial well-being of their employees. As your employees search for financial solutions, we will be there with what they need, when they need it. We want to be a trusted resource to each employee, supporting him or her with concrete, practical guidance in every plan we service — and beyond.
At every level in our industry, the focus is shifting from improving specific actions and behaviors to increasing the success of reaching the overall goals of employees. For defined contribution plans, our Financial Wellness Monitor helps clients refine their focus on results. It begins with the assessment of participants’ financial health symptoms. From this assessment, we see a score for the financial health of the plan overall.
Scope and depth in products and services mean
flexibility for you
Broadly experienced and capable in virtually every type of plan and benefits solution, Bank of America Merrill Lynch offers you unparalleled flexibility. Whether you are looking for a specific service, solutions for a single plan, or a comprehensive, integrated suite of benefits — we can do that.