Holistic focus

We employ innovative thinking, advanced technology and behavioral insights to help address the financial needs of those we serve. We bring together all of our strengths and resources in our commitment to offering a deeper set of solutions to help you and your employees get closer to their goals, today and into the future.

 

Financial Life Benefits™

We provide a comprehensive solution that can help differentiate your benefits offerings and empower your employees' financial journeys. Financial Life Benefits combines traditional workplace benefits, including 401(k), health savings, equity compensation and non-qualified deferred compensation with a corporate employee banking offering.

 

Financial Life Benefits provides employees with access to a seamlessly integrated solution that supports their broad financial needs—from day-to-day banking to retirement savings. Access to comprehensive tools, resources, insights, education and guidance allows for a personalized experience for their own life stage, goals and priorities.

 

 

Financial Life Benefits™ offers financial education and guidance for employees, as well as executive services for retirement plans1, health benefit solutions2, equity compensation plans1, and employee banking2 and investing1.

 

 

Seamlessly integrated benefit solutions

Financial Life Benefits empowers your employees to pursue their life plan by providing services and tools that allow them to learn, plan, act. Digital solutions provide your employees a full financial picture across benefits, banking1 and investing2 with personalized guidance.

 

Our program supports the near-and long-term financial needs of your employees by helping them:

 

  • Make informed financial decisions
  • Better prepare for important life events
  • Create a financial strategy
  • Take action and stay engaged
  • Feel more confident about their financial strategy

 

Multi-faceted and tailored to your needs

Our programs are designed around the people we serve. No matter the size of your company or how priorities may change, we can help you meet your goals.

 

Financial Life Benefits offers a range of services and products to help clients at all levels for all types of needs. We truly listen to the priorities of you and your employees in order to implement a plan that’s right for your organization that’s tailored to your needs.

 

Our solutions are designed to fit your evolving needs, from stand-alone plans to a full set of integrated services created to:

 
  • Help employees understand the value of the benefits you provide
  • Increase employee engagement and drive positive actions, helping to improve overall plan health and financial wellness
  • Attract and retain employees with a distinctive benefits program
  • Streamline administration through a simplified interface to save time and resources

 

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Millennials saving more but still feel behind

Our 2020 Better Money Habits® Millennial Report explores the money mindset of today's young adults, ages 24 – 41, and reveals stress over competing financial priorities and feelings of not doing enough. This insight explores the key takeaways and highlights from the report.

Connect with a team member today

Let us help you differentiate your business and empower your employees to take control of their full financial lives.

1Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.

2Bank products are available from Bank of America, N.A., and affiliated banks.