Size and experience matters
When you work with Bank of America Merrill Lynch, you leverage the virtually unparalleled strength, resources and expertise of Bank of America Corporation, a global, broadly experienced organization.
- One of the nation's largest, most capable providers of employee benefit plan services
- Part of one of the largest wealth managers in the world, with 2.2 trillion in total client assets1
- 57 million consumer and small business clients2
- Provider to 85% of the 2010 Global Fortune 500 and 99% of the 2010 U.S. Fortune 5002
- More than 42,000 retirement and benefits plans, with 5 million employees and $255 billion in client balances3
- 1,387 associates dedicated to Retirement & Benefit Plan Services, with 296 call center agents4
You can depend on us to deliver solutions across virtually every type of wealth accumulation program available under current regulations and tax laws — customized, scalable, and tailored to your needs.
1 Source: Bank of America. Global Wealth & Investment Management (GWIM) is the wealth and investment management division of Bank of America Corporation. As of March 30, 2011, GWIM entities had total client assets of $2.2 trillion. Total client assets consists of assets under management (AUM) of GWIM entities, client brokerage assets, assets in custody of GWIM entities, and deposits of GWIM clients held at Bank of America, N.A. and affiliated banks, less an elimination for client brokerage, and assets in custody included in AUM.
2 Source: Bank of America Investor Relations, Bank of America Corporation
3 Source: Bank of America. As of March 31, 2011, Bank of America Merrill Lynch Retirement Services had client balances of $255 billion. Client Balances consists of assets under management, client brokerage assets, assets in custody of GWIM entities and deposits of GWIM institutional clients held at Bank of America, N.A. and affiliated banks.
4 As of December 31, 2010