Bank of America Merrill Lynch

Retirement & Benefit Plan Services

Employee Benefit & Retirement
News & Events

BofA merrill Lynch Sees Increased 401(k) Savings in Q4 and 2011

February 3, 2012

OnWallStreet

Affluent Investors Cite Incentives for Retirement Saving

January 23, 2012

PLANADVISOR

BofA Merrill Lynch Retirement, Benefit Plan Business Hauled In $19B in New Assets in 2011

January 10, 2012

OnWallStreet

BofA Merrill Lynch: Educating Employees Most Important to Plan Sponsors in 2011

January 10, 2012

PLANSPONSOR

More News

November-December 2011

Rescuing Retirement
December 2011
Human Resources Executive
Growth in Hardship Withdrawals Slows
November 4, 2011
PLANSPONSOR

September-October 2011

BofA Merrill Lynch Goes Mobile With New Benefit Offerings
October 11, 2011
OnWallStreet
Bank of America adds 367 options to DC platform
October 11, 2011
Pensions & Investments
Merrill Renames, Expands Institutional Advisor Group
October 5, 2011
AdvisorOne
Health Costs, Long-Term Care Remain Top Retirement Issues For Clients
October 4, 2011
Financial Planning
Merrill renames institutional group, hires new team
October 4, 2011
Reuters
BofA Merrill Lynch Renames Institutional Business, Hires New Team
October 4, 2011
OnWallStreet
Retirement Rules for Small Business Clients
October 1, 2011
OnWallStreet
New designations will demonstrate fiduciary training
September 25, 2011
InvestmentNews
Survey Finds Increased Efforts to Save for Retirement
September 2, 2011
PLANSPONSOR

May-June 2011

Employers Spruce Up Benefits to Keep Older Workers, BofA Says
June 14, 2011
Bloomberg BusinessWeek
(Originally appeared on Bloomberg)
Employers Recognizing Need for Benefits Appealing to Young and Old Workers
June 15, 2011
Workforce Management
Employers anticipate increase demand for advice of 401(k) plans
June 15, 2011
Employee Benefit Adviser
Silver lining to recession: Employers more concerned about employees' financial well-being
June 15, 2011
Employee Benefit News
Employers Feel Responsible for Benefits and Advice
June 14, 2011
PLANSPONSOR
BofA Merrill Lynch Hires Bolz
May 24, 2011
OnWallStreet
BofA Merrill Lynch Steps Up Retirement Training Program
May 13, 2011
OnWallStreet

March-April 2011

Know What You Are Worth to You
April 24, 2011
The Wall Street Journal
Merrill's Advisor Alliance for Small Business Widens Its Reach
April 20, 2011
OnWallStreet
BofA Merrill Lynch Adds to Advisor Alliance
April 07, 2011
PLANADVISER
Bank of America Merrill Lynch's Retirement Business on a Roll
March 16, 2011
Bank Investment Consultant
Linking 401(k) participation to open enrollment
March 3, 2011
Employee Benefits News

January-February 2011

BofA Merrill Snags Morgan Stanley Exec to Head Institutional Consulting
February 16, 2011
OnWallStreet
In a Graying Population, Business Opportunity
February 5, 2011
The New York Times
7 Ways to Keep Retirement Exciting
February 4, 2011
U.S. News & World Report
Report Shows Retirement Plan Participants Increasing Use of Advice
February 3, 2011
PLANSPONSOR
Affluent Women Worry More About Outliving Money
January 31, 2011
Reuters
Merrill: Boomers Look Ahead to Active Retirement
January 31, 2011
OnWallStreet
Boomers Tout Benefits of Using Financial Advisers
January 31, 2011
PLANSPONSOR
Redefining Retirement - Make sure your retirement advice doesn't get old.
January 2011
Research Magazine

October - November 2010

BofA Merrill's Live 401(k) Advice Is a Hit
November 15, 2010
Financial Planning
401(k) Scorecard Shows Good News and Bad
November 15, 2010
PLANSPONSOR
Merrill Lynch Survey Shows Young People More Conservative
October 29, 2010
Financial Advisor
Americans Feel More Financially Secure Than Year Earlier, BofA Survey Says
October 28, 2010
Bloomberg
The Redefining of Retirement Continues
October 28, 2010
PLANADVISER
Merrill Advisors Find Cash Is King
October 28, 2010
Financial Planning
BofA Merrill Lynch Revamps Business Retirement Solutions Team
October 14, 2010
PLANADVISER.com

July 2010 - August 2010

Beyond Retirement Advice
August, 2010
Institutional Investor
Q&A: Merrill Lynch advisor finds employer interest in retirement plan education growing
August 9, 2010
The Washington Post
For Affluent Workers, Retirement Benefits Among Top Reasons for Company Loyalty
August 6, 2010
Society for Human Resource Management (SHRM)
Tyrie to Lead Personal Retirement Unit at Bank of America Merrill Lynch
August 2, 2010
PLANSPONSOR
BofA Merrill Lynch Finds Participants Continue to Make Positive Savings Steps
July 19, 2010
PLANSPONSOR
BofA Hires Two From Fidelity to Expand Retirement Business
July 8, 2010
Financial Planning

May 2010 - June 2010

America Rethinks Retirement as Boomers Age
June 30, 2010
The Street.com
BofA Enhances Retirement Platform for Small Businesses
June 3, 2010
Financial Planning
BofA Merrill Revitalizes Recordkeeping Platform
June 3, 2010
PLANADVISER.com
BofA Merrill Lynch Sees Uptick in Participant Contributions, Use of Advice
May 19, 2010
PLANSPONSOR

March 2010 - April 2010

Bank of America already working on upgrade to its new Financial Wellness Monitor
April 23, 2010
InvestmentNews
BofA Merrill Introduces Financial Wellness Tool
March 3, 2010
PLANADVISER

January 2010 - February 2010

BofA to push institutional retirement advice
February 22, 2010
Reuters
The Online Soapbox: Bank of America Merrill Lynch's Take on Retirement Planning Reform
February 16, 2010
InvestmentAdvisor
Bank of America unveils special designation for 401(k) advisers
February 9, 2010
InvestmentNews
BofA Merrill Lynch Finds Retirement Participants Boosting Savings
February 8, 2010
PLANSPONSOR
The size of a nest egg is no measure of a man
January 15, 2010
MarketWatch
What Retirees Wish They Had Done Differently
January 14, 2010
U.S.News
We sought financial advice too late, say rich retirees
January 14, 2010
InvestmentNews

Events

October 11-14
2011 Chicago Mid-Sized Retirement & Pension Plan Management Conference
Chicago, IL
Make plans now to attend the one conference that gets to the heart of your concerns as a plan sponsor. This fall's Mid-Sized Retirement & Pension Plan Management Conference in Chicago brings together some of the best minds in the retirement industry.

October 30 - November 1
Pensions & Investments' 2011 West Coast Defined Contribution Conference San Francisco, CA
You will meet and hear from experts on the most pressing investment, legislative, plan design and communication issues. Best of all, you'll go back to the office with tips, ideas and checklists you can put to work to make your plan the best it can be.

Someone planning to spend $50,000 a year in retirement will need roughly $1.25 million in retirement savings.

Selena Maranjian, "You Think That's All You'll Need to Retire?" December 9, 2009. The Motley Fool, www.fool.com

News, Accolades & Thought Leadership

Our 401(k) Quarterly Scorecard

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Bank of America Merrill Lynch is a marketing name for the Retirement Services business of Bank of America Corporation ('BAC'). Banking and fiduciary activities are performed by wholly owned banking subsidiaries of BAC, including Bank of America, N.A., Member FDIC. Brokerage services are performed by wholly owned brokerage subsidiaries of BAC, including Merrill Lynch, Pierce, Fenner & Smith Incorporated ('MLFP&S'), which is a registered broker-dealer and Member SIPC.

Investing in stable value products is typically more involved than investing in other diversified fund offerings. Plan sponsors will need to sign participation agreements and other documents with the stable value product's sponsor; will also be required to meet certain eligibility criteria; and such investments are typically subject to plan-level withdrawal restrictions that may limit plan liquidity.

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Bank of America Merrill Lynch makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BAC or in which BAC has a substantial economic interest, including BofA^TM Global Capital Management.

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