Benefit Administration Company, Benefit Administration Services | Bank of America Merrill Lynch

Benefit Administration Company, Benefit Administration Services | Bank of America Merrill Lynch

Retirement & Benefit Plan Services

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An evolution in the making

Retirement & Benefit Plan Services is now branded Bank of America. As we modernize and simplify our branding across the company, we are making it easier for you and your employees to access our full range of services.

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Financial benefits designed
to be people benefits

When employees live their best financial lives, it shows in the workplace. Our employee benefits programs are designed to help people do and achieve more toward their financial goals. We take a holistic approach to integrated benefits and address people wherever they are, so financial benefits are personal and financial wellness actionable.

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Integrated solutions for the workplace

We design our comprehensive employee benefits programs around the organizations and people we serve.

Commitment to service excellence

Our clients come first. See how our experienced team has been recognized for delivering for you and your employees.

Insights that matter

Employees value financial wellness programs. Read our Workplace Benefits Report to learn ways to make these programs more effective.

Focus on financial wellness

See how we can help your employees prioritize and take action toward their goals.

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

Retirement & Benefit Plan Services can help your employees do and achieve more toward financial wellness

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss.

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.

Bank of America is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp."). Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S"), a dually registered broker-dealer and investment adviser and member SIPC.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly-owned subsidiary of BofA Corp.

Investing in stable value products is typically more involved than investing in other diversified fund offerings. Plan sponsors will need to sign participation agreements and other documents with the stable value product’s sponsor; will also be required to meet certain eligibility criteria; and such investments are typically subject to plan-level withdrawal restrictions that may limit plan liquidity.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation ("BofA Corp.").

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC, and a wholly-owned subsidiary of BofA Corp.

Investment products, insurance and annuity products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

© Bank of America Corporation. All rights reserved.

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