Attracting and Retaining Valuable Talent

Support your employees and their families with benefits and services that include banking, retirement planning and healthcare accounts.

Financial Wellness

Find out about benefits solutions that offer advantages for both employer and employee

Retirement & Beyond

Learn about effective ways to help assess whether you’re getting the most from your benefits plan

Merrill Institutional Consulting

Merrill Institutional Consulting™

Helping your team with investment decisions that can move you toward your goals

Two people talking in a work setting

Workplace Benefits

Helping employees with access to the benefits and solutions they need—no matter where they are in their financial journey

IMPORTANT INFORMATION

Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra‐high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation.

 

MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

 

Workplace Benefits is the institutional retirement business of Bank of America Corporation (“BofA Corp.”) operating under the name “Bank of America.” Investment advisory and brokerage services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill"), a dually registered broker-dealer and investment adviser and Member SIPC . Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC.