Bank of America Retirement Solutions

Bank of America understands that retirement planning is complex. Retirement today may offer greater opportunities, but it also may come with greater uncertainty. While each individual and family’s personal financial situations are unique, the common challenge and opportunity is to address their needs in a smart and straightforward approach. Thoughtful planning is essential for a successful retirement, which is why Bank of America is committed to making retirement planning as effortless as possible. With its breadth of financial services, geographic scale and financial stability, Bank of America is uniquely positioned to help consumers realize the opportunity that retirement represents. Taking a comprehensive, advice-based approach, Bank of America offers holistic planning and management of consumers’ finances at every stage of life. Bank of America Retirement Survey and Press Release In March 2008, Bank of America conducted a survey to gain insight and increase awareness around the challenges individuals face in trying to plan for a secure retirement. The survey, conducted by Braun Research, sampled the general public ad “affluent Americans,” identified as individuals with investable assets between $100,000 and $3 million. The survey confirmed that a significant number of Americans encounter roadblocks when planning for retirement.