Corporations and institutions

Integrated solutions to meet your needs

Financial Life Benefits® is our holistic approach providing your employees access to a seamless integrated solution that supports their broad financial needs—retirement1, health savings2, banking2 and investing1. Your employees can take advantage of tools, resources, insights, education and guidance from across our organization—tailored to their life stage, goals and priorities.


Delivering Financial Life Benefits

“Our corporate and commercial clients appreciate the convenience of working with a single provider who understands the unique needs of their company and their employees. Financial Life Benefits provides an integrated experience and support, and helps make doing business easier.” Alastair Borthwick, head of Global Commercial Banking.


Financial Life Benefits is tailored to your organization and comes with our commitment to provide: 


  • A comprehensive offering so you may have fewer vendor relationships to manage
  • Digital innovation and mobile access for employees
  • Sophisticated and continuous cybersecurity and data protection protocols
  • Financial education that helps people take action

Investment strategies that put your mission first

We're here for you as your business grows and evolves and we'll leave no stone unturned in helping you make the decisions that are right for your organization.




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.

Connect with a team member today.

We can help improve your organization’s retirement and benefit packages.