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Retirement & Benefit Plan Services

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Helping make financial lives
better through a more complete
workplace experience

Financial Life BenefitsTM

A more complete benefits experience, from day-to-day expenses to investing for retirement.

Financial Life Benefits provides employees with access to an integrated solution that supports their broad financial needs – retirement1 and benefits1, health savings2, banking2 and investing1. They will be able to take advantage of the bank’s tools, resources, insights, education and guidance – all tailored to an individual’s life stage, goals and priorities.

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3119638 -EXP-07/24/2021

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Integrated solutions for the workplace

We design our comprehensive employee benefits programs around the organizations and people we serve.

Commitment to service excellence

Our clients come first. See how our experienced team has been recognized for delivering for you and your employees.

Insights that matter

Employees value financial wellness programs. Read our Workplace Benefits Report to learn ways to make these programs more effective.

Focus on financial wellness

See how we can help your employees prioritize and take action toward their goals.

Financial Life Benefits and Bank of America Financial Life Benefits are trademarks of Bank of America Corporation.

1 Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.

2 Bank products are available from Bank of America, N.A., and affiliated banks.

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