Bank of America Merrill Lynch | Retirement & Benefit Plan Services | Workplace Benefits Report 
Workplace Insights

Workplace Benefits Report:
Employers' Changing Role in Helping Employees
Achieve Financial Wellness

Bank of America Merrill Lynch's recent Workplace Benefits Report (WBR) is an annual study focused on the role financial benefit plans play in employers' talent management strategies — and in the overall financial wellness of their employees.

From July to August 2013, a national survey of 1,000 employers who offer 401(k) plans was conducted on our behalf. Charting the next course of employee benefits is in the formative stage. We welcome you to read on for the most recent findings and new information uncovered in our latest research and to use this information in your strategic benefits planning.

To learn more, download the full report here.

For more information about how we can help your company and its employees with workplace benefits, contact your Bank of America Merrill Lynch representative or call 1.877.902.8730. You can also visit us online at or email us at


Matt Card
Bank of America

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