Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. We start with what’s important to you. We take the time to listen and learn about the needs and goals of your institution and the people... Read More
By Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management
As Bank of America Retirement Benefits Consultants (RBC), The Manjarrez Group is one of a select group of highly qualified and credentialed Merrill advisors specialized in defined contribution plans who can add value to your plan by: • Offering access to 3(21) fiduciary services1 • Helping you... Read more »
By Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management
As Bank of America Retirement Benefits Consultants (RBC), The Manjarrez Group is one of a select group of highly qualified and credentialed Merrill advisors specialized in defined contribution plans who can add value to your plan by: - Offering access to 3(21) fiduciary services1 - Helping you... Read more »
By Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management
All our efforts revolve around helping your employees pursue their goals. With Bank of America Corporation’s long legacy of service excellence, we take a holistic approach to helping your employees connect their life priorities and financial priorities—in and beyond their benefit plans. By... Read more »
By Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management
Life can be complex, with ups and downs and constantly changing demands on time and
finances. This can lead to increased stress, which can affect health and productivity. In fact,
a vast majority of employees are feeling stressed about their finances.1
They need help prioritizing and...
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By Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management
The Young Adults and Workplace Wellness Survey (the “Survey”) examines the attitudes and priorities of working age Generation Z members, ages 24 to 26, and younger millennials, ages 27 to 35 (collectively, “young adults”), as they return to work in person following the pandemic. When used in...
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By Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management
The cost of healthcare is a common concern among employees. In one survey, 61% of
pre-retirees reported being concerned about having enough money to pay for healthcare
in retirement. Estimates show that an average 65-year-old couple retiring today will need about $296,000 to cover...
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