PLANSPONSOR - September - October 2023 - 35
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 - September - October 2023
Table of Contents for the Digital Edition of PLANSPONSOR - September - October 2023
INSIGHTS
PARTICIPANT ANALYSIS
RULES & REGULATIONS
UPFRONT
Building Strength
2023 Defined Benefit Administration Survey
2023 Best in Class 401(k) Plans
If the Goal Is Engagement
Upgrading NQDC Plans
When to Amend?
PRTs’ New Notoriety
Continuous Improvement
PLANSPONSOR - September - October 2023 - Cover1
PLANSPONSOR - September - October 2023 - FC1
PLANSPONSOR - September - October 2023 - FC2
PLANSPONSOR - September - October 2023 - Cover2
PLANSPONSOR - September - October 2023 - 1
PLANSPONSOR - September - October 2023 - INSIGHTS
PLANSPONSOR - September - October 2023 - 3
PLANSPONSOR - September - October 2023 - PARTICIPANT ANALYSIS
PLANSPONSOR - September - October 2023 - 5
PLANSPONSOR - September - October 2023 - RULES & REGULATIONS
PLANSPONSOR - September - October 2023 - 7
PLANSPONSOR - September - October 2023 - 8
PLANSPONSOR - September - October 2023 - 9
PLANSPONSOR - September - October 2023 - UPFRONT
PLANSPONSOR - September - October 2023 - 11
PLANSPONSOR - September - October 2023 - 12
PLANSPONSOR - September - October 2023 - 13
PLANSPONSOR - September - October 2023 - 14
PLANSPONSOR - September - October 2023 - 15
PLANSPONSOR - September - October 2023 - Building Strength
PLANSPONSOR - September - October 2023 - 17
PLANSPONSOR - September - October 2023 - 18
PLANSPONSOR - September - October 2023 - 19
PLANSPONSOR - September - October 2023 - 2023 Defined Benefit Administration Survey
PLANSPONSOR - September - October 2023 - 21
PLANSPONSOR - September - October 2023 - 22
PLANSPONSOR - September - October 2023 - 23
PLANSPONSOR - September - October 2023 - 2023 Best in Class 401(k) Plans
PLANSPONSOR - September - October 2023 - 25
PLANSPONSOR - September - October 2023 - 26
PLANSPONSOR - September - October 2023 - 27
PLANSPONSOR - September - October 2023 - 28
PLANSPONSOR - September - October 2023 - 29
PLANSPONSOR - September - October 2023 - 30
PLANSPONSOR - September - October 2023 - 31
PLANSPONSOR - September - October 2023 - If the Goal Is Engagement
PLANSPONSOR - September - October 2023 - 33
PLANSPONSOR - September - October 2023 - 34
PLANSPONSOR - September - October 2023 - 35
PLANSPONSOR - September - October 2023 - Upgrading NQDC Plans
PLANSPONSOR - September - October 2023 - 37
PLANSPONSOR - September - October 2023 - When to Amend?
PLANSPONSOR - September - October 2023 - PRTs’ New Notoriety
PLANSPONSOR - September - October 2023 - Continuous Improvement
PLANSPONSOR - September - October 2023 - Cover3
PLANSPONSOR - September - October 2023 - Cover4
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