Bank of America Personal Retirement Strategy Surpasses $100 Billion as Demand for Personalized Retirement Solutions Accelerates

John Quinn, Managing Director of Workplace Benefits at Bank of America

“Reaching these milestones reflects the growing value employees place on personalized retirement guidance and the trust employers place in innovative workplace benefits that support their employees' financial wellness”

John Quinn, Managing Director of Workplace Benefits at Bank of America

“Retirement planning is complex. We remain committed to helping individuals make informed decisions and stay on track to pursue their long-term goals.”

Stacy Bucchere, Managing Director of Workplace Benefits at Bank of America

“Surpassing $10 billion in managed account assets in just five years demonstrates the growing demand for solutions that combine personalized advice with professional investment management”

Stacy Bucchere, Managing Director of Workplace Benefits at Bank of America

“Employees increasingly want guidance that helps turn retirement assets into meaningful outcomes, and PRS is designed to support them throughout every stage of their retirement journey.”

Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank

“Retirement investors face an increasingly complex market environment, making it more important than ever to stay focused on long-term goals rather than short-term market movements.”

Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank

“Balancing the dynamic macroeconomic environment with a long-term view can help individuals navigate uncertainty and make progress toward their retirement objectives over time.”