Experience and insights

Lean on our team so you can focus on yours. When you work with us, you gain valuable access to a large network of financial professionals and specialists who genuinely care about you and your employees.


Research and experience informs our work

We make it our business to stay abreast on the latest trends affecting individuals and institutions alike through proprietary research and strategic partnerships. Our thought leadership analyzes key workplace trends in order to provide a better understanding of the challenges employees face, factors important to them and what they expect from employers—all of which can inform strategies to engage your employees and foster a satisfied, productive team.


We dig deep to understand how gender, ethnicity, sexual identity and cultural heritage can shape financial experiences and priorities and use these insights to evolve our programs and services to better serve people from all backgrounds. We partner with our employer clients and share these insights to help foster greater awareness and understanding in the workplace. Our intention is to provide enough context to serve as the foundation for meaningful dialogues and inclusive experiences.


It’s not just our extensive research that sets us apart from other providers, it’s also our vast experience working with many different types of organizations. From startups to Fortune 100 firms, we provide benefit programs to a wide range of companies of many sizes and industries.


Benefits centered around your employees

In order to keep up with the ever-evolving needs of your employees, we're continually innovating and enhancing our services and solutions. By doing so, we can provide more personalized and actionable financial guidance. We leverage the latest in digital technology to bring about a better experience for both you and your employees.


Our greatest insights come from the people we serve

Whether it’s expanding access to guidance or understanding behavioral science, human interactions and insights spark endless possibilities. Our insights come from working with millions of employees across thousands of companies.¹ As a result, we help you go beyond stereotypes to attract and retain the groups making up today's workforce.


Our latest insights

Telescope aimed at the sky

2024 Midyear Outlook: Bridge to a more bullish future?

The 2024 Midyear Outlook offers insights on the markets and ways to prepare for potential opportunities ahead.

Man and woman walking up the stairs outside

2024 Workplace Benefits Report

Our 14th annual report, "The resurging workforce", provides insights to help companies evolve the needs of today's workforce.

Contact a team member today

Let us help you differentiate your business and empower your employees to take control of their full financial lives.

1Merrill, Bank of America Workplace Benefits proprietary metrics as of December 2023.