Your Team

Specialized knowledge focused on your success

Making your job easier

We provide you with a point of contact in our organization that will orchestrate the resources you may need to keep plans running smoothly and solve problems. Your business needs and the complexity of your benefits program will call for a mix of resources that is right for you.

Client Relationship Manager/ Merrill Lynch Financial Advisor Typical Roles	Client Service Manager Typical Roles
Manages the overall relationship with the plan sponsor Helps ensure the plan goals and objectives are met Holds regular client investment and service reviews Coordinates and provides participant communications and enrollment and education meetings Coordinates additional resources such as compliance and technology Introduces and implements new services	Strategy execution in conjunction with Client Relationship Managers/Merrill Lynch Financial Advisors Helps ensure your day-to-day needs are met Responds quickly to requests including correspondence, ad hoc reporting and transaction processing Coordinates Inbound and outbound file processing Assist with compliance consulting services (e.g., plan design and testing) Oversees corporate transactions (e.g., mergers, acquisitions, spin-off, divestitures)

Client Relationship Manager/
Merrill Lynch Financial Advisor Typical Roles

Client Service Manager Typical Roles

Manages the overall relationship with the plan sponsor
Helps ensure the plan goals and objectives are met
Holds regular client investment and service reviews
Coordinates and provides participant communications and enrollment and education meetings
Coordinates additional resources such as compliance and technology
Introduces and implements new services

Strategy execution in conjunction with Client Relationship Managers/Merrill Lynch Financial Advisors
Helps ensure your day-to-day needs are met
Responds quickly to requests including correspondence, ad hoc reporting and transaction processing
Coordinates Inbound and outbound file processing
Assist with compliance consulting services (e.g., plan design and testing)
Oversees corporate transactions (e.g., mergers, acquisitions, spin-off, divestitures)

This single point of contact is backed by a team of dedicated benefit specialists, regional service centers, and licensed financial professionals committed to your success..

Read more about our new breed of Financial Advisors

Plans with more than $50 million in assets will have an assigned Designated Merrill Lynch Financial Advisor — a member of an elite group with significant retirement and benefit plan experience. Each of these professionals must meet strict industry and Bank of America internal requirements and ongoing training to serve this channel. A designated FA can reinforce service quality, provide a local presence and participant education.

PLANADVISER named 25 Merrill Lynch Financial Advisors and teams as part of their prestigious list of top 100 Retirement Plan Advisers in November 2010. Additionally, 23 Merrill Lynch Financial Advisors were named in the 401(k) Wire's Top 300 Most Influential DC Advisor rankings for 2011, with seven Merrill Lynch Financial Advisors named to the top 60.

Many financial professionals say you will need 78-94% of pre-retirement earnings to maintain your lifestyle in retirement

"How to Save for Your Future: A Guide for Financial Security," available at Choosetosave.org 2010.

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