Focus on Outcomes | Bank of America Merrill Lynch
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Focus on Outcomes

Work with the provider who embraces accountability.

There is an old saying: If you don't know where you're going, any road will take you there. We think the stakes are too high to proceed without a map. Active measurement guides our efforts to help you improve plan outcomes and empower your employees to live their best financial lives.

Providing insights on employee behaviors to guide your decision-making

You want to know if your employees are engaged in your benefits program and taking steps toward improving their financial wellness. We provide measurement and reporting to help you answer the important questions, for example:
  • Are your 401(k) participants optimizing their plan contributions?
  • Are they taking appropriate steps to be financially prepared for retirement?
  • Are your employees making the most of their health benefit accounts?
  • Is your key talent understanding and getting the most out of their equity awards?

Relentless pursuit of financial wellness

If you want to lead, you can't stand still. We are always working to find new ways to improve results for our clients.
Advice Access is an investment advisory program sponsored by Merrill Lynch that uses a probabilistic approach to determine the likelihood that you may be able to achieve your specified annual retirement income goal and/or to identify a potential wealth outcome that could be realized. Additionally, the recommendations provided by Advice Access may include a higher level of investment risk than you may be personally comfortable with. You are strongly advised to consider your personal goals, overall risk tolerance, and retirement horizon before accepting any recommendations made by Advice Access. You should carefully review the explanation of the methodology used, including key assumptions and limitations, which is provided in the Advice Access disclosure document (ADV Part 2A). It can be obtained through Benefits OnLine or through a participant service representative.
IMPORTANT: The projections or other information shown in the Advice Access program regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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