Corporations and institutions

Through our work with 44,000 companies¹ of all sizes across industries, we’re able to tailor a wide array of benefit strategies, solutions and experiences to meet your goals.  Our dedicated service teams are an extension of your team, working side by side with you.  And through our experience serving 1 in 3 households,² we leverage our scale to deliver holistic benefits to help support broad financial well-being. Bottom line: we see more of the people you see every day, and we use those insights to provide your employees with individualized experiences and guidance that inspire better decisions in the moments that matter, helping employees prepare for their future.

Financial Life Benefits®, Bank of America’s holistic and innovative offering, can help your employees — no matter where they are on their financial journey — feel cared for and supported with the opportunity to live their best financial lives. Paired with personalized guidance that goes beyond traditional workplace benefits, employees get more of what they need to manage their day-to-day finances and prepare for the future, whether creating a budget, preparing for emergencies, saving for health care, or planning for a steady stream of income in retirement.

Through our true open architecture platform, we offer investment options that support your company's plan goals, not the other way around. We're here to work with you to customize your plan and tailor your program in support of those goals and the demographic characteristics of your employees to build your overall investment program.

1. A robust comprehensive benefits platform with an ability to integrate multiple plans with a single provider to help you optimize the value of your benefit programs and attract and retain talent
2. You have access to seasoned professionals with an average of 20 years of experience who can look at the big picture and the finer details to streamline administration through a highly efficient delivery of capabilities.
3. with the latest trends, insights, research and perspective so that you can make informed decisions about your programs and uncover new opportunities to engage your workforce and help them pursue their retirement goals. 

Through our true open architecture platform, we offer investment options that support your company's plan goals, not the other way around. We're here to work with you to customize your plan and tailor your program in support of those goals and the demographic characteristics of your employees to build your overall investment program.