Focus on Outcomes | Bank of America Merrill Lynch
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Helping your benefits program thrive

As a plan sponsor you need a benefits strategy that can help produce true value for you and your employees. You work hard
to deliver a competitive benefits program; it’s critical that it
works as hard for you.

That’s why at Bank of America, we put all the resources of our enterprise to work on helping to turn your strategic vision into potentially positive outcomes for you and your employees.

Approaching your issues thoughtfully and holistically

Whether your organization is looking to support one or multiple
plans, our goal is to provide a responsive and holistic benefits
experience for your employees, one that connects them to
the financial education and guidance they need to pursue
their personal goals.

Our approach includes:

  • A holistic view across your employees’ finances, because
    we recognize their need to meet everyday financial needs
    as well as retirement goals.
  • Personal, relevant and actionable engagement strategies, informed by ongoing reporting and active measurement.
  • Plan design experience from a dedicated team
    to help your organization realize maximum value for
    your efforts.
  • Thought leadership from across our organization, including our Chief Investment Office1, bringing you unique insights
    on trends and human behaviors.

Actionable insights to guide your work

We’ll leave no stone unturned to help you make your best decisions. The stakes are too high to give it less than our best effort to
improve your employees’ outcomes, helping them reach a new level
of financial confidence.

We are purposeful and intentional in what we
do for you and your employees.

Our work is geared towards helping people pursue positive outcomes across their full financial lives.

1 Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

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