Plan Wellness Scorecard
Workplace InsightsTM

Plan Wellness Scorecard

This scorecard monitors plan participants' behavior and sponsors' adoption of new plan design features and services in our proprietary 401(k) business, on our MLII platform which comprises $181 billion in total client plan assets and 3.1 million total plan participants with positive balances as of December 31, 20161.

To learn more, download the full scorecard here.

Contact your Bank of America Merrill Lynch representative or call 1.877.902.8730 for details on the action steps you can take to potentially affect positive participant outcomes. You can also visit us online at or email us at


2017 Plan Wellness Scorecard


Matthew Card

Bank of America


1Bank of America Merrill Lynch's Retirement and Benefit Plan Services (Retirement and Benefit Plan Services) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation. As of December 31, 2016, Retirement and Benefit Plan Services had client balances of $181 billion. Client balances consist of assets under management, client brokerage assets and deposits of GWIM retirement plan participants held at Bank of America, N.A. and affiliated banks.

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