Workplace Benefits Report | Bank of America Merrill Lynch
Workplace InsightsTM

2017 Workplace Benefits Report:
Employer help can lead to employees
taking a more active role in their finances

Bank of America Merrill Lynch works with employers across the country to help provide employee education, guidance and retirement plan solutions that help employees take charge of their financial lives. As part of this ongoing effort, we conduct an annual study — the Workplace Benefits Report (WBR) — to talk to employers and employees about retirement readiness and larger financial wellness topics. Our current report examines how employees feel about their financial situation and the role employers play in supporting their overall financial wellness.1

On behalf of Bank of America Merrill Lynch, Boston Research Technologies conducted an online survey with a national sample of 1,242 employees between September 22, 2016 to October 7, 2016. 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.

Download the full report here .

To learn about specific workplace needs:

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

1. To qualify for the survey, employers must have offered their employees a 401(k) plan.
See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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