Corporate & Institutional | Bank of America Merrill Lynch
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Corporate & Institutional

Integrated employee benefits programs designed around the organizations and people we serve

Fiduciary support and service excellence1 to fit your evolving needs

We bring all the resources and thought leadership from our enterprise to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier.

An unrelenting focus on financial wellness to help your employees pursue their goals

Our efforts revolve around helping your employees pursue better financial outcomes. Backed by an organization with a long legacy of service excellence, we take a holistic approach to helping your employees connect their life priorities and financial priorities—in and beyond their benefit plans.

An experienced team to support the benefits journey for you and your employees

You and your employees will have a team of deeply experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own and help reduce your administrative burden so you can focus more on your business.

1 Ratings were based on results from 2,698 plan sponsors that replied to the 2019 PLANSPONSOR Defined Contribution (DC) Survey questionnaire. 23 defined contribution plan recordkeepers obtained the minimum required survey responses to be considered for awards. “Best in Class” awards are given to the three highest scoring providers and all providers who scored higher than the required benchmark within each plan asset size: Micro (under $5 million), Small A ($5 million–$25 million), Small B (>$25 million–$50 million), Mid (>$50 million–$200 million), Large (>$200 million–$1 billion), and Mega (over $1 billion). PLANSPONSOR magazine, an Institutional Shareholder Services Inc. business, is a leading authority on retirement issues and benefits programs. For additional details, please refer to the December–January 2020 issue of PLANSPONSOR Magazine or visit www.plansponsor.com. Bank of America is not affiliated with the website provided and does not monitor, maintain or specifically approve any of the information available on the website. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

3181693-EXP-08/10/2021
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