PLANSPONSOR - July - August 2023 - Cover2
Be your employees'
health care hero
with a Bank of America
Health Savings Account (HSA)
Aff ording health care remains one of today's top
concerns - making the health benefi ts you provide
to your employees a critical aspect of their overall
wellbeing. Off ering a high-deductible health plan
paired with an HSA can help employees take charge
of their health care expenses with lower premiums
and a powerful tax-advantaged tool to pay for their
out-of-pocket expenses and build their health care
savings for the future.
We can help you seamlessly integrate an HSA into your current benefi ts off ering,
easily onboard employees and keep your program running smoothly.
Learn more about how we can help you create a competitive workplace benefi ts
program with our integrated off ering at go.bofa.com/healthbenefi tsolutions.
Retirement and Personal Wealth Solutions is the institutional retirement business of Bank of America Corporation ( " BofA Corp. " ) operating under the name " Bank of America. "
Investment advisory and brokerage services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also
referred to as " MLPF&S " or " Merrill " ), a dually registered broker-dealer and investment adviser and Member SIPC. Banking activities may be performed by wholly owned banking
affiliates of BofA Corp., including Bank of America, N.A., Member FDIC.
Bank of America, N.A., Member FDIC.
Mutual Fund investment offerings for the Bank of America HSA are made available by MLPF&S, a registered broker-dealer, Member SIPC and a wholly owned subsidiary of
BofA Corp. Investments in mutual funds are held in an omnibus account at MLPF&S in the name of Bank of America, N.A. ( " BANA " ), for the benefit of all HSA account owners.
Recommendations as to HSA investment menu options are provided to BANA by the Chief Investment Office ( " CIO " ), Global Wealth & Investment Management ( " GWIM " ), a
division of BofA Corp. The CIO, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part
of the Investment Solutions Group (ISG) of GWIM.
Investment products:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Unless otherwise noted, trademarks and registered trademarks are the property of Bank of America Corporation.
© 2023 Bank of America Corporation. All rights reserved. | 5765270 | 06/2023
http://go.bofa.com/healthbenefitsolutions
PLANSPONSOR - July - August 2023
Table of Contents for the Digital Edition of PLANSPONSOR - July - August 2023
INSIGHTS
PARTICIPANT ANALYSIS
RULES & REGULATIONS
UPFRONT
2023 PLANSPONSOR National Conference
2023 Plan Sponsor of the Year Winners
23 Recordkeeping Survey
Will ‘2.0’ Plug the Leaks?
The Way to Go
Use It or Use It
Stable Value in Focus
Auto-Enrollment Is Still Key
PLANSPONSOR - July - August 2023 - Cover1
PLANSPONSOR - July - August 2023 - Cover2
PLANSPONSOR - July - August 2023 - 1
PLANSPONSOR - July - August 2023 - INSIGHTS
PLANSPONSOR - July - August 2023 - 3
PLANSPONSOR - July - August 2023 - 4
PLANSPONSOR - July - August 2023 - 5
PLANSPONSOR - July - August 2023 - RULES & REGULATIONS
PLANSPONSOR - July - August 2023 - 7
PLANSPONSOR - July - August 2023 - UPFRONT
PLANSPONSOR - July - August 2023 - 9
PLANSPONSOR - July - August 2023 - 10
PLANSPONSOR - July - August 2023 - 11
PLANSPONSOR - July - August 2023 - 12
PLANSPONSOR - July - August 2023 - 13
PLANSPONSOR - July - August 2023 - 2023 PLANSPONSOR National Conference
PLANSPONSOR - July - August 2023 - 15
PLANSPONSOR - July - August 2023 - 16
PLANSPONSOR - July - August 2023 - 17
PLANSPONSOR - July - August 2023 - 2023 Plan Sponsor of the Year Winners
PLANSPONSOR - July - August 2023 - 19
PLANSPONSOR - July - August 2023 - 20
PLANSPONSOR - July - August 2023 - 21
PLANSPONSOR - July - August 2023 - 22
PLANSPONSOR - July - August 2023 - 23
PLANSPONSOR - July - August 2023 - 24
PLANSPONSOR - July - August 2023 - 25
PLANSPONSOR - July - August 2023 - 26
PLANSPONSOR - July - August 2023 - 27
PLANSPONSOR - July - August 2023 - 28
PLANSPONSOR - July - August 2023 - 29
PLANSPONSOR - July - August 2023 - 23 Recordkeeping Survey
PLANSPONSOR - July - August 2023 - 31
PLANSPONSOR - July - August 2023 - 32
PLANSPONSOR - July - August 2023 - 33
PLANSPONSOR - July - August 2023 - Will ‘2.0’ Plug the Leaks?
PLANSPONSOR - July - August 2023 - 35
PLANSPONSOR - July - August 2023 - The Way to Go
PLANSPONSOR - July - August 2023 - 37
PLANSPONSOR - July - August 2023 - Use It or Use It
PLANSPONSOR - July - August 2023 - Stable Value in Focus
PLANSPONSOR - July - August 2023 - Auto-Enrollment Is Still Key
PLANSPONSOR - July - August 2023 - Cover3
PLANSPONSOR - July - August 2023 - Cover4
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https://www.plansponsordigital.com/plansponsor/march_april_2024
https://www.plansponsordigital.com/plansponsor/january_february_2024
https://www.plansponsordigital.com/plansponsor/november_december_2023
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https://www.plansponsordigital.com/plansponsor/may_june_2023
https://www.plansponsordigital.com/plansponsor/march_april_2023
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https://www.plansponsordigital.com/plansponsor/april_may_2022
https://www.plansponsordigital.com/plansponsor/february_march_2022
https://www.plansponsordigital.com/plansponsor/december_2021_january_2022
https://www.plansponsordigital.com/plansponsor/october_november_2021
https://www.plansponsordigital.com/plansponsor/august_september_2021
https://www.plansponsordigital.com/plansponsor/june_july_2021
https://www.plansponsordigital.com/plansponsor/april-may_2021
https://www.plansponsordigital.com/plansponsor/february-march_2021
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https://www.plansponsordigital.com/plansponsor/april-may_2020
https://www.plansponsordigital.com/plansponsor/february-march_2020
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https://www.plansponsordigital.com/plansponsor/october-november_2019
https://www.plansponsordigital.com/plansponsor/august-september_2019
https://www.plansponsordigital.com/plansponsor/june-july_2019
https://www.plansponsordigital.com/plansponsor/april-may_2019
https://www.plansponsordigital.com/plansponsor/february-march_2019
https://www.plansponsordigital.com/plansponsor/december_2018-january_2019
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https://www.plansponsordigital.com/plansponsor/december_2017-january_2018
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