Solutions and services

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Financial Life Benefits™

A seamless, integrated benefits program that supports a range of employees’ financial needs—from retirement and health savings to everyday banking1 and investing2. Financial Life Benefits is a comprehensive solution designed around your organization and employees.

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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.

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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.

1Bank products are available from Bank of America, N.A., and affiliated banks.

2Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.