Holistic focus

Financial Life Benefits® is a holistic solution paired with individualized 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 it’s creating a budget, saving for health care or planning for a steady stream of income in retirement. 

 

 

Financial Life Benefits® is 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 it’s creating a budget, preparing for emergencies, saving for health care or planning for a steady stream of income in retirement.

 

 

Why it matters:

  • Supports holistic wellness to help your workforce reach its full potential.
  • Provides synergy in creating a workplace benefits program aligned with company values.
  • Delivers individualized guidance and meaningful experiences that drive deeper engagement and inspire action.
  • Engages employees using a high-tech, high-touch approach that makes it easy for them to integrate financial wellness into their everyday lives.
  • Provides comprehensive financial care for your employees from a brand they trust.1
  • Elevates your workplace benefits offering, while simplifying how it’s delivered.
  • Financial Life Benefits® is redefining workplace benefits, offering a more complete benefits package than can differentiate your company’s offering and help your employees live better financially. 

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Our approach

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Millennials saving more but still feel behind

Our 2020 Better Money Habits® Millennial Report explores the money mindset of today's young adults (ages 24 – 41), and reveals the stresses they face, such as over-competing financial priorities and feelings of not doing enough. This insight explores the key takeaways and highlights from the report.

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1In a 2020 survey of 4,500 plan participants conducted by the National Association of Retirement Plan Participants, Bank of America led all other providers in trust, confidence, education, participant knowledge and overall satisfaction. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.