Workplace Insights & Guidance on Retirement & Benefit Plans

Why us
- Why us
  We can help you provide a comprehensive benefits program designed to help meet the near- and long-term needs of your employees.
- Our approach
  Learn how our commitment to making financial lives better and a holistic approach to workplace challenges can help you pursue your strategic vision.
- Experience & insights
  Our vast experience, proprietary research and strategic partnerships help companies evolve with the needs of today's workforce.
- Holistic focus
  We offer a broader understanding of the interconnectivity of finances in people’s lives and guidance that goes beyond traditional solutions.
- Leadership
  Benefit from over 200 years of leadership putting clients first guided by a common purpose to help make financial lives better through the power of every connection.
- Industry events
  Connect with us and other industry professionals and gain the latest insights from thought leaders and experts.
Our research and reports

You benefit from our deep insights gained from millions of interactions and research across the organization.
Who we serve
- Who we serve
  We leverage the breadth of Bank of America’s resources to serve organizations of all size and scope.
- Corporations and institutions
  Discover how we can customize a wide array of benefit strategies, potential solutions and experiences to help meet the goals of companies big and small.
- Small businesses
  We help entrepreneurs and small business owners make a big impact with a benefits plan that can be a valuable asset in helping attract and retain talent.
- Consultants
  We value the consultants' role in retirement and benefit plans and are committed to being your go-to resource.
Solutions & services
- Solutions & services
  We offer comprehensive solutions and dedicated plan support customized to help meet your organizations unique goals and employee needs.
- Financial Life Benefits®
  Learn about our holistic, integrated benefits program designed to help employees manage their day-to-day finances and prepare for the future.
- Retirement plans
- Health benefit solutions
- Stock plan services
- Employee banking and investing
- Executive services
- Financial wellness for employees
  We deliver personalized financial wellness with educational content to help employees gain financial confidence.
- Plan sponsor support
  Our team offers dedicated support from big picture strategy to the finer details, to help you meet your company’s goals.
Contact us

Workplace benefits

Our insights

You benefit from our deep insights gained from millions of interactions and research across the organization. Explore now.

2024 Workplace Benefits Report

Workforce insights

Intersectional neurodiversity: Fostering an inclusive workplace culture

Participant Pulse

Social determinants of health across the life course and workplace well-being

Finances and the lower income worker

A path to better workplace mental health

Employee Financial Wellness in America

Financial wellness of caregivers

How Diversity & Inclusion Contribute to Workplace Success

2023: Gender Lens in Health Savings Accounts (HSA)

Women and financial wellness

Break through the stigma: A conversation on menopause

Break through the stigma: Menopause in the workplace

Women, money, confidence: A lifelong relationship

Investing attitudes and the path to financial independence

The importance of planning for career interruptions

Retirement research

Investment strategies for the current pension regulatory environment

Housing in retirement: Your life, your choice

Small Business Retirement Plans

Investor’s guide to pensions

Maximizing your businesses value with a workplace retirement plan

Strategies on Effectively Managing a Frozen Pension Plan

Managing benefits through a merger or acquisition

Other research

Legislative and Regulatory Brief (February 2024)

Foundations of liability-driven investing

Next-generation liability-driven investing

SECURE 2.0 Act of 2022

Bank of America Institute

Cyber Security Journal

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government or Agency	Are Not a Condition to Any Banking Service or Activity