Integrated Solutions | Bank of America Merrill Lynch
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Financial Life BenefitsTM

A comprehensive financial benefits package

Integrated Solutions

Helping your employees take control of their financial lives

Financial Life Benefits Diagram:
[Center Circle] Financial Life Benefits™
[Second Level Circle: Quadrant 1] Health Benefit Solutions (Footnote 2)
[Second Level Circle: Quadrant 2] Retirement Plans (Footnote 1)
[Second Level Circle: Quadrant 3] Equity Compensation Plans (Footnote 1)
[Second Level Circle: Quadrant 4] Employee Banking (Footnote 2) & Investing (Footnote 1)
[Third Level Surrounding Circle] Executive Advisory Services
Fourth Level Outermost Circle] Financial Education and Guidance

Financial Life BenefitsTM helps elevate workplace benefits offerings by providing your employees access to a seamless integrated solution that supports their broad financial needs — retirement, health savings, banking and investing. They will be able to take advantage of exclusive benefits and rewards, as well as tools, resources, insights, education and guidance from across our organization — all individually tailored to their life stage, goals and priorities.

Our employee benefits programs are designed
to make financial wellness a way of life by helping
you educate, guide and support your employees
in and beyond the workplace. Whether they’re managing their day-to-day budget, taking care of family or saving for retirement, your employees can find it here with one provider that can help them take control of their financial lives.

When your employees live their best financial lives, it shows in the workplace

At Bank of America, we never forget that financial benefits are people benefits, with finances connected to all areas of life. Our holistic approach supports the financial needs of your employees by helping them to:

  • Understand the impact of financial decisions
  • Better prepare for life events, short- and long-term
  • Create a financial strategy
  • Take action and stay engaged
  • Reduce stress

Helping employers differentiate their benefits offerings

Financial Life Benefits is designed around the organizations and people we serve. No matter the size of your company or how priorities may change, we can help you and your employees meet your goals. Our benefits solutions are designed to fit your evolving needs, from stand-alone plans to a full set of integrated services designed to:

  • Help employees understand the value of the benefits they provide.
  • Increase employee engagement and drive positive actions, helping to improve overall plan health and financial wellness.
  • Attract and retain employees with a distinctive benefits program.
  • Streamline administration through simplified interface that saves time and resources.

Stronger together

We are employing out-of-the-box thinking, advanced technology and behavioral insights to help address the financial needs of those we serve. We are committed to being a broad-based provider to both companies and individuals by bringing together all of our strengths and enterprise-wide resources to offer a deeper set of solutions that can help employees get closer to their goals, today and into the future.


Financial Life Benefits and Bank of America Financial Life Benefits are trademarks of Bank of America Corporation.

1 Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.

2 Bank products are available from Bank of America, N.A., and affiliated banks.

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