Integrated Benefits 

Encouraging financial wellness through a unified approach to workplace plans

A wide variety of plans can be effective in attracting, retaining, and motivating employees in an increasingly competitive business environment. However, working with multiple providers can be cumbersome and time-consuming. When looking at benefits from an employee perspective, you know how difficult it is for them to understand and manage retirement, health care, equity and other wealth accumulation plans, yet stay focused on career and life goals.

Bank of America Merrill Lynch can provide an integrated approach to understanding and managing workplace benefits for the success of your business and your employees.

As your employees pursue overall financial wellness, they want to do so at their convenience. We provide them with a consolidated view of their plans, accounts and alternatives through our award-winning* Benefits OnLine® Web site for plan participants.

We've harnessed technology and principles of behavioral economics to encourage positive savings actions among plan participants by providing companies with the ability to link 401(k) participation with healthcare open enrollment. This feature provides employees with an easy, one-click option to enroll in or make contribution changes to their 401(k) during the annual health benefits process. This has resulted in increases in retirement plan participation.

Benefits should work together to foster participant financial wellness

When asked if they would enhance particular financial benefit plans in the next two years, the majority of employers cited that they would likely enhance their:
  • Defined contribution plans (78%)
  • Flexible savings accounts (74%)
  • Health savings accounts (72%)

Bank of America Merrill Lynch Workplace Benefits Report 2011

At Bank of America Merrill Lynch, we believe that an effective benefits solution delivers more than just retirement-related products. That's why we offer a full spectrum of financial benefits and wealth-building plans — on one integrated platform. We can also provide your employees with access to Bank of America resources for their full financial picture such as wealth management, mortgage, savings and credit solutions.

* Dalbar, Inc., a leading financial services research firm, examined 45 websites tailored to Defined Contribution plan participants. Scores were based on the quality and range of capabilities and content provided, ease of navigation and ability to locate information. Consideration of a website for the 2011 DALBAR Communications Seal includes a rigorous examination and scoring of the site, as well as a comparison of its offerings and overall usability to the retirement and benefit plan industry. Websites are evaluated based on five factors, including: DALBAR designation, functionality, usability, appeal and number of errors. Dalbar, Inc. is not an affiliate of Bank of America Corporation.

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