For Your Employees: An Unrelenting Focus on Financial Wellness
All our efforts revolve around helping your employees pursue better financial outcomes.
Backed by an organization with a long legacy of service excellence, we take a holistic approach
to helping your employees connect their life priorities and financial priorities—in and beyond
their benefit plans. Explore a sample of the employee resources we offer
For You and Your Employees: An Experienced Team
You and your employees will have a team of deeply experienced and passionate advocates for
financial wellness on your side. Our team will make your priorities their own and help reduce
your administrative burden so you can focus more on your business.
In 2014 PLANSPONSOR DC Survey questionnaire, ratings were based on results from 5,291 plan sponsors that replied to the 2014 PLANSPONSOR
Defined Contribution (DC) Survey questionnaire. 35 plan providers obtained the minimum required 35 survey responses to be considered for awards.
"Best in Class" awards are given to the three highest scoring providers and all providers who scored higher than the required benchmark within each
plan asset size: Micro (under $5 million); Small A ($5 million – $25 million); Small B (>$25 million – $50 million); Mid (>$50 million – $200 million); Large
(>$200 million – $1 billion); and Mega (over $1 billion). PLANSPONSOR magazine, an Asset International, Inc. publication, is a leading authority on
retirement issues and benefits programs. For additional details, please refer to the November 2014 issue of PLANSPONSOR Magazine or visit
www.plansponsor.com. PLANSPONSOR and Asset International, Inc. are not affiliated with Bank of America Corporation.