January 2023

Inspiring better decisions today

A message from Stacy Bucchere, head of Institutional Client Management

Hello 2023! We’re full speed ahead into the new year, energized by what we have accomplished together and excited for what’s next.

What can you expect?

We are creating greater synergy across our organization to intensify the focus on our retirement and benefits work, enrich our relationship with you and strengthen how we support your employees. We are bringing the best from our company to yours, leveraging Bank of America’s extensive resources, insights and innovation to elevate the workplace benefits solutions and digital tools we provide. You and your employees benefit from an integrated and connected experience—making it easier to address broad financial needs all in one place.

We are continuing to invest in research and innovation because we know there is more work to do. Employees need help, and we want to work together with you to provide it. Our extensive research on financial attitudes and behaviors across diverse demographic segments helps us deepen our understanding of employees’ needs, goals and expectations to create inclusive and meaningful benefits experiences that resonate in the context of their everyday financial lives. By connecting employees to educational resources, personalized guidance and tools in the moments that matter, we help them to identify next steps to address their immediate financial needs—and plan for their future.

We are creating greater synergy across our organization to intensify the focus on our retirement and benefits work, enrich our relationship with you and strengthen how we support your employees.

We are here to help support your workforce while helping you navigate today’s workforce challenges—whether that’s employee engagement, attraction and retention strategies or understanding the evolving legislative and regulatory landscape. You can lean on us as an extension of your team, benefiting from our experience and deep knowledge to help drive positive plan outcomes and to make your life a little easier.

Guided by our values, driven by our mission, powered by innovation and fueled by our passion for service excellence, we have never felt more inspired and empowered to make a real impact. And you’re a big part of that formula for success. Your input and feedback are critical, and I encourage you to continue to reach out to me and the team any time to discuss your needs, where we’re doing great, and where we can be doing more. I look forward to those conversations. Together, I know we can make a difference.