1Bank products are available from Bank of America, N.A., and affiliated banks.
2Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Solutions and services
Financial wellness for employees
Our mission is to make financial wellness personal and actionable. With access to educational content like workshops, webinars and one-on-one consultations with financial wellness specialists, your employees can pursue a new level of financial confidence with our help.
Plan sponsor support
We work with you every step of the way to help you meet your company's goals. From big picture strategy to the finer details, we provide dedicated service and comprehensive support.
Connect with a team member today.
Learn how our offerings and capabilities can provide your business with a comprehensive solution.