- SEPTEMBER 2023
Evolving with the needs of today’s workforce
Our 2023 Workplace Benefits Report explores trends transforming today’s workplace and inspires new ways to support employees and stand out as an employer of choice.
Two new websites—one for plan sponsors and one for employees—offer convenient access to the most current SECURE 2.0 Act information and guidance.
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Our recent study identifies gaps between men and women in their Health Savings Account usage and suggests strategies to help them better prepare for health care expenses.
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As September kicks off Hispanic Heritage Month, hear from Hispanic/Latino individuals about their focus on supporting loved ones and giving back to the community.
LEARN MOREBank of America, Merrill, their affiliates, and advisors do not provide legal, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.
For plan sponsor and consultant use only.
Retirement and Personal Wealth Solutions 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.
Investment products:
| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
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