Browsing Tag
Bank of America
31 posts
‘Personal Retirement Strategy’ Debuts from Bank of America
Helping 401k plan participants establish and pursue appropriate retirement income goals is a common objective of plan sponsors,…
Despite Pandemic, Average 401k Account Balance at Bank of America in 2020 Topped…
UPDATE – Follow this link for the results of the 2022 Financial Life Benefits Impact Report. Most American…
Employers Taking Financial Wellness Much More Seriously Today
Perhaps it’s no big surprise that employers are more concerned about their employees’ financial wellness today than they…
Edward Jones, Others Take Steps to Slow Coronavirus Spread: Updated
UPDATE from NAPA: Due to the latest CDC recommendations, we will be postponing the NAPA 401(k) Summit. We expect…
Bank of America to Merge Workplace Financial Benefits with Banking, Investing Tools
Bank of America today announced the launch of Financial Life Benefits, a suite of workplace benefits and solutions…
1 in 4 Millennial Savers Top $100,000 Mark
There’s been a strong year-over-year increase in the number of Millennials socking earnings away in their 401ks, according…
HSAs Still Misunderstood By (Many) Employees
Employees say they have a good understanding of health saving accounts, HSAs, but do they really? Bank of…
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…
Why Are 401(k) Savers Opting Out of Financial Wellness Programs?
Yet again, 401k sponsors and participants are singing the praises of financial wellness programs—despite the fact that few…
Merrill Lynch Rolls Out 5 New ESG Portfolios
An increasing number of financial firms are making it easier to simultaneously save for retirement and save the…