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Workplace InsightsTM

2015 Workplace Benefits Report:
Helping Employees Live Their Best Financial Lives

The Bank of America Merrill Lynch Workplace Benefits Report (WBR) is a study focused on the role financial benefit plans play in employers' talent management strategies — and in the overall financial wellness of their employees. This study focused on the latest trends and insights from employers of small-, mid- and large-size companies.1

Boston Research Technologies interviewed a national sample of 1,020 employers — from October 14, 2014 to December 4, 2014 — on behalf of Bank of America Merrill Lynch. Understanding the ever-evolving retirement landscape, monitoring and keeping abreast of these key indicators and opinions, helps us empower employers to stay ahead of the curve while helping meet the varied needs of their employees.

To learn more, download the full report here.

For more information about how we can help your employees live their best financial lives, contact your Bank of America Merrill Lynch representative or call 1.877.902.8730. You may also email us at

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Kevin Crain Head of Workplace
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Kim Kasin Financial Guidance Executive
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Julia Ehrenfeld
Bank of America

1. To qualify for the survey, employers must have offered their employees a 401(k) plan. For purposes of the survey, Small companies are defined as having less than 5 million in 401(k) plan assets, Mid-size companies are those with at least 5 million but less than 100 million in plan assets, and Large companies have 100 million or more in plan assets.
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