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.


Delivering Financial Life Benefits®

Financial Life Benefits is our holistic approach providing your employees access to a seamless integrated solution that supports their broad financial needs—retirement2, health savings3, banking3 and investing2. Your employees can take advantage of tools, resources, insights, education and guidance from across our organization—tailored to their life stage, goals and priorities.


“Our corporate and commercial clients appreciate the convenience of working with a single provider who understands the unique needs of their company and their employees. Financial Life Benefits provides an integrated experience and support, and helps make doing business easier.” Alastair Borthwick, head of Global Commercial Banking.


Financial Life Benefits is tailored to your organization and comes with our commitment to provide: 

  • A comprehensive offering so you may have fewer vendor relationships to manage
  • Digital innovation and mobile access for employees
  • Sophisticated and continuous cybersecurity and data protection protocols
  • Financial education that helps people take action


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 to support your goals and the demographic characteristics of your employees to build an overall investment program that addresses the specific needs of your company. 




1 Source:, as of June 30, 2021.

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

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

Connect with a team member today.

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