Product Details

Retirement Benefit Plans: For Employees (Click to enlarge image) 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 broadening our view to include an employee’s entire financial picture, both in and out of plan, we believe we can help your employees better manage and gain control of their finances.

- Holistic approach to helping improve overall financial wellness
- Online investment advisory programs that offer participant advice; Personal Retirement Strategy that provides online advice and guidance to help participants pursue their retirement income goals through a recommended asset allocation and, if the participant elects, a discretionary managed account, Merrill Managed, for an additional fee or Advice Access that helps participants by providing asset allocation recommendations and ongoing investment management through its optional PersonalManager® service, for a fee.
- Comprehensive employee education program

Rate and Review Edgar Manjarrez, CPFA®, CRPS™ Merrill Lynch Wealth Management - Retirement Benefit Plans: For Employees

Rating: 5/5 - 1 review

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