Bank of America Launches Personal Retirement Strategy, a New Digital Investment Advisory Program

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Jun 23, 2021

Bank of America today announced the launch of Personal Retirement Strategy, a new digital investment advisory program. Institutional and corporate retirement plan clients can now offer this Merrill program designed to help plan participants establish and pursue their retirement income goals. The program delivers personalized insights, guidance and tools, as well as access to digital investment management services seamlessly integrated into the 401(k) experience. Personal Retirement Strategy is the latest addition to Financial+Life+Benefits%26reg%3B, a comprehensive suite of workplace benefits and solutions that helps address employees’ every day and long-term financial needs.