Helping employees to a sound financial future with personalized guidance and professional insight.
When it comes to building workplace benefits solutions, the provider you choose can help shorten your path to success. With vast resources and capabilities, Bank of America Merrill Lynch delivers retirement and benefit plan solutions for companies of all shapes and sizes. We seek to be a trusted resource to help you manage your business and help your employees achieve financial wellness. Let us put our experience to work for you.

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A recent Morningstar report showed that participants using Advice Access: PersonalManager® experienced some impressive results.
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News, Accolades & Workplace Insights
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401(k) Wellness Scorecard
Retirement & Benefit Plan Services reports quarterly on plan participant activities within our proprietary 401(k) business as well as our plan sponsors' adoption of offered products and services designed to encourage greater use of employer-sponsored retirement savings plans.

To read the trends and key statistics for the most recent quarter ending March 31, 2013 and throughout the last year, click here.

Introducing: The Benefits OnLine® Education Center
Whether your participants are just starting out, transitioning to retirement or somewhere in between, their financial goals, needs and priorities are constantly changing. We offer videos, articles and tools to help prepare them for their financial future. Learn More
Improving 401(k) plan health and employee wellness
For most employees, their 401(k) plan will be the sole source of retirement funding. In this paper, Bank of America Merrill Lynch highlights proven actions that can help improve 401(k) plan health and employee financial wellness.
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The 2012 Workplace Benefits Report
Bank of America Merrill Lynch announced findings from its 2012 Workplace Benefits Report, an annual study of the increasingly significant role financial benefit plans play in employers' talent management strategies and in the overall financial wellness of their employees. Learn More
Research & Insights
Merrill Lynch provides World-Class Research, Market Analysis and Risk-Management Strategies: Our Financial Advisors can help you and your employees translate these insights into actionable ideas that meet your financial needs.

To view our latest on the markets and the economy, please click here - Merrill Lynch Wealth Management® Research & Insights

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