Plan Wellness Scorecard
Workplace InsightsTM

Plan Wellness Scorecard

This scorecard monitors plan participants' behavior and sponsors' adoption
of new plan design features and services in our proprietary 401(k) business,
which comprises $181 billion in total client plan assets and 3.1 million
total plan participants with positive balances as of December 31, 20161.

To learn more, download the full scorecard here.

Contact your Bank of America Merrill Lynch representative or call 1.877.902.8730 for details on the action steps you can take to potentially affect positive participant outcomes. You can also visit us online at benefitplans.baml.com or email us at benefitplans@baml.com.

LATEST SCORECARD

2017 Plan Wellness Scorecard

MEDIA CONTACT

Matthew Card

Bank of America
617.434.1388
matthew.card@bankofamerica.com

AR-ARSQDC9S-EXP-07/24/2018

1Bank of America Merrill Lynch's Retirement and Benefit Plan Services (Retirement and Benefit Plan Services) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation. As of December 31, 2016, Retirement and Benefit Plan Services had client balances of $181 billion. Client balances consist of assets under management, client brokerage assets and deposits of GWIM retirement plan participants held at Bank of America, N.A. and affiliated banks.

See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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