Workplace Benefits Report | Bank of America Merrill Lynch
Workplace InsightsTM

2018 Workplace Benefits Report:
Workplace financial wellness is valued
by employees, and employers need
help making programs more effective

Bank of America Merrill Lynch is committed to understanding how employees think about their finances and how employers can help support their path to financial fitness. Each year we conduct a survey - the Workplace Benefits Report (WBR) - to understand the needs, desires and aspirations of both groups to help deliver comprehensive financial wellness programs in the workplace. This year's report found that while employees and employers both see employer-offered financial wellness programs as effective, there is still opportunity to drive greater participation by focusing on program design.

On behalf of Bank of America Merrill Lynch, Boston Research Technologies surveyed a national sample of 657 employees who participate in 401(k) plans from December 15, 2017 through December 27, 2017 and 667 employers who offer both a 401(k) plan and a program designed to help improve financial wellness from December 15, 2017 to January 3, 2018. To see all the findings from this year’s study, download the full 2018 Workplace Benefits Report here and ask your Merrill Lynch financial advisor about actionable ideas to enhance your company’s financial wellness program.

For more information about how we can help your employees live their best financial lives, contact your Bank of America Merrill Lynch representative or call 1.877.902.8730.

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