Small business retirement plans

Solutions to help you meet your needs

In running a successful business, one way to stay ahead is continuous improvement—it’s the same with your company’s retirement plan. Your plan can be a valuable asset in helping you attract and retain the best employees—giving you a competitive edge that keeps your company on a strong growth track.


Delivering financial wellness

When it comes to getting the most from your retirement plan, Bank of America offers a powerful solution.


Advisor Alliance1 combines Merrill Lynch Wealth Management’s investment and advisory services with a network of diverse, committed third-party providers who offer competitive recordkeeping and plan administration services for your business retirement plan needs.


Advisor Alliance has become one of the largest and most successful benefit plan programs of its kind, serving more than 19,819 businesses and $50 billion in client balances.


The value of a Merrill Advisor, flexibility, a sound provider network and continuous enhancements make this retirement solution stand out for small-and mid-sized businesses.


For more information about Advisor Alliance, click here.


Investment strategies that put your mission first

Merrill Self-directed Retirement Plans can help you find a solution that is appropriate for your small business needs, including:


  • Save money with tax advantages
  • Fit your budget with competitive pricing
  • Get greater control with more options 
  • Accomplish more with available specialists
Learn more about the following Merrill Self-directed Retirement Plan options to benefit you and your business:

You have a plan for your business. But what about your retirement?

The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and are intended to demonstrate the capabilities of Merrill. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Investment Products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value © 2020 Bank of America Corporation. All rights reserved. ARTNSDL6

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Find out how a comprehensive benefits solution can help meet the needs of your business.

1Source: Bank of America. Advisor Alliance is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation. As of December 31, 2019, Advisor Alliance had client balances of $50 billion. Client balances consists of assets under management, client brokerage assets and deposits.