Plan sponsor support

Making business easier

Employees rank healthcare and retirement plans as the #1 and #2 most important benefits they receive.1 Choosing the right provider—one whose team puts the needs of you and your organization first—to support your employees, can make life easier for you and your colleagues. A provider that can help give you confidence that your chosen solution is a strong value for your organization — one that can help ease your administrative burden and provide the attention and support your employees need.


Committed to your success

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.


Dedicated team

Our passionate team is an extension of your team. We provide the support and services needed, so you can focus on your people.


Strategic planning

We stay focused on what matters, helping you advance your strategic goals by understanding your needs by tailoring a program for your company.


Support tools

We use robust reporting and tracking tools to help you keep your plan on track and make your jobs easier.



Lean on our experience to manage your transition seamlessly while minimizing business disruption.


Mergers and acquisitions

Across every stage of your merger and acquisition, look to us to provide design and delivery competitiveness, cost and risk management, and guidance.


Open architecture

Conflict-free investment options that lead with your best interest.



We constantly assess and evolve our information security program, test our response capabilities and validate the effectiveness of our controls.


Thought leadership

Benefit from our deep insights and industry-leading partnerships to understand key trends, plan design strategies, and best practices.


Purposeful innovation

We continually implement innovative solutions to engage your employees, help them understand the value of their benefits and give them more of what they need to take action to pursue their financial goals.



Streamlined and secure digital capabilities simplify how employees navigate and manage their financial lives online.



Education and guidance that’s personal and actionable helps your employees take their next steps towards financial wellness.



New tools and solutions that deliver expanded capabilities to help streamline administration and drive plan health.


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Employees spend significant time at work on personal financial matters each week. 21% spend 5 or more house, 22% spend 3-5 hours, 30% spend 1-2 hours, and 26% spend less than one hour. Source: 2017 Bank of America Workplace Benefits Report

Promoting financial wellness: A guide for employers

A strong financial wellness program helps employers build a thriving, productive workforce. This white paper provides a roadmap for launching, revamping or overhauling a comprehensive financial wellness program.

Connect with a team member today.

Find out how we can help support you to make the right decisions for your organization.

12017 Workplace Benefits Report, Bank of America Merrill Lynch, May 2017.