Corporations and institutions

Broad capabilities to help meet broad needs

Bank of America has relationships with 95% of the U.S. Fortune 1000 companies1. Our work with these organizations of all shapes, sizes and specialties helps inform our strategies while also helping to tailor them to your company’s unique needs by applying best practices from companies similar to yours. Additionally, through our work supporting the financial needs of millions of employees, we’ve gained the experience and knowledge that inform strategies to help employees live their best financial lives.


Delivering Financial Life Benefits®

Life can be complex, with ups and downs and constantly changing demands on time and finances.  Employees need help prioritizing and managing a wide range of financial needs – and they are looking to their employers for support.


Financial Life Benefits®  can be the innovative solution you need to 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. It’s a holistic solution paired with personalized guidance that goes beyond traditional benefits to provide more of what employees 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.


What makes Financial Life Benefits especially powerful is its unique high-tech, high-touch approach that seamlessly connects employees to individualized experiences and the extensive resources of our entire organization to help them take next steps toward their goals, all with the highest standards of cybersecurity and privacy.



Investment strategies that put your mission first

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 Source:, as of June 30, 2021.


Connect with a team member today.

We can help improve your organization’s retirement and benefit packages.