October 28, 2026 at 12:00 PM Eastern
Bank of America Workplace Benefits® Recognized by JD Power for Outstanding Client Service
NEW YORK, New York – The Bank of America Retirement & Benefits Contact Center has been recognized by J D Power for “An Outstanding Customer Service Experience” for phone support for the 22nd consecutive year.
The contact center serves Bank of America Workplace Benefits® clients with benefit-plan services for employee four oh one k, defined benefit, deferred compensation, equity award and health savings account programs. To earn certification, a contact center must successfully complete an audit and exceed customer satisfaction benchmarks based on J D Power's cross-industry customer satisfaction research.
“Service is central to how we build trust and deliver a differentiated client experience,” said Stacy Bucchere, Managing Director of Workplace Benefits at Bank of America. “By combining deep expertise with high-quality support, our teams empower plan participants to make confident, well-informed decisions about their benefits and retirement future.”
Workplace Benefits also went through a rigorous site Evaluation Assessment, which it was compliant with, demonstrating the operational precision behind its client support.
“Achieving certification another year reflects our dedication to operational excellence,” said John Quinn, Managing Director of Workplace Benefits at Bank of America. “We apply this level of rigor to our client service and product portfolio to deliver a truly outstanding participant experience.”
This certification highlights the partnership between Bank of America Workplace Benefits and Merrill Wealth Management Client Care, and their shared focus on delivering consistent, quality service.
"Twenty-two consecutive years of recognition does not happen by accident. It is the result of a team that shows up for every caller, every day, with the same care and attention," said Denise Buchanan, head of Wealth Management Client Care. "Meeting the operational best-practices assessment reflects the high standard this team holds itself to. I could not be prouder of their work and their commitment to the clients we serve."
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. The rankings or ratings are not indicative of any future performance or investment outcome.
Answer: Bank of America Workplace Benefits is committed to providing support for its clients’ employees, including an award-winning digital experience available through the Bank of America mobile app and website, live virtual support through contact centers, and in-person guidance at Bank of America financial centers.
Answer: Through retirement and benefit plans[1], health benefit accounts[2], employee banking solutions[2], stock plan services[1] and more, seamlessly integrated across its full set of financial capabilities, employees have a more holistic view of their financial lives, so they get the benefits most relevant to what they need today and aligned with their goals for tomorrow.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving more than 69 million clients with approximately 3,500 retail financial centers, approximately 15,000 A T Ms (automated teller machines) and award-winning digital banking with approximately 60 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. As the #1 small business lender in the United States (F D I C), Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries and/or jurisdictions. Bank of America Corporation stock (N Y S E: B A C) is listed on the New York Stock Exchange.
J D Power Certified Contact Center Program℠ focuses on critical areas of customer satisfaction by rewarding best practices that are aligned with customer needs. To become certified to live phone interactions, a contact center operator must successfully pass a detailed audit and perform within the top twenty percent of customer service scores, which are based on benchmarks established in J D Power’s cross-industry customer satisfaction research. The evaluation criteria include the customer service representative’s courtesy, knowledge, and concern for the customer; promptness in speaking to a person and timely resolution of the problem or request. Additionally, the experience with the automated phone system is evaluated based on the clarity of the information provided, the ease of navigating the phone menu prompts and the ease of understanding the phone menu instructions.
J D Power 2026 Certified Customer Service Program℠ recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. Bank of America engaged J D Power to be independently evaluated through this program and cite the results. For more information, visit J D Power Awards. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or rating are not indicative of any future performance or investment outcome. Participation in the certification audit was paid for by Bank of America.
Anu Ahluwalia, Bank of America
Phone: one six four six eight five five three three seven five
anu.ahluwalia@bofa.com
MAP# 9182389
[1] Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
[2] Bank products are available from Bank of America, N.A., and affiliated banks.
October 28, 2026 at 12:00 PM Eastern
Bank of America Workplace Benefits® Recognized by JD Power for Outstanding Client Service
NEW YORK, New York – The Bank of America Retirement & Benefits Contact Center has been recognized by J D Power for “An Outstanding Customer Service Experience” for phone support for the 22nd consecutive year.
The contact center serves Bank of America Workplace Benefits® clients with benefit-plan services for employee four oh one k, defined benefit, deferred compensation, equity award and health savings account programs. To earn certification, a contact center must successfully complete an audit and exceed customer satisfaction benchmarks based on J D Power's cross-industry customer satisfaction research.
“Service is central to how we build trust and deliver a differentiated client experience,” said Stacy Bucchere, Managing Director of Workplace Benefits at Bank of America. “By combining deep expertise with high-quality support, our teams empower plan participants to make confident, well-informed decisions about their benefits and retirement future.”
Workplace Benefits also went through a rigorous site Evaluation Assessment, which it was compliant with, demonstrating the operational precision behind its client support.
“Achieving certification another year reflects our dedication to operational excellence,” said John Quinn, Managing Director of Workplace Benefits at Bank of America. “We apply this level of rigor to our client service and product portfolio to deliver a truly outstanding participant experience.”
This certification highlights the partnership between Bank of America Workplace Benefits and Merrill Wealth Management Client Care, and their shared focus on delivering consistent, quality service.
"Twenty-two consecutive years of recognition does not happen by accident. It is the result of a team that shows up for every caller, every day, with the same care and attention," said Denise Buchanan, head of Wealth Management Client Care. "Meeting the operational best-practices assessment reflects the high standard this team holds itself to. I could not be prouder of their work and their commitment to the clients we serve."
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. The rankings or ratings are not indicative of any future performance or investment outcome.
Answer: Bank of America Workplace Benefits is committed to providing support for its clients’ employees, including an award-winning digital experience available through the Bank of America mobile app and website, live virtual support through contact centers, and in-person guidance at Bank of America financial centers.
Answer: Through retirement and benefit plans[1], health benefit accounts[2], employee banking solutions[2], stock plan services[1] and more, seamlessly integrated across its full set of financial capabilities, employees have a more holistic view of their financial lives, so they get the benefits most relevant to what they need today and aligned with their goals for tomorrow.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving more than 69 million clients with approximately 3,500 retail financial centers, approximately 15,000 A T Ms (automated teller machines) and award-winning digital banking with approximately 60 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. As the #1 small business lender in the United States (F D I C), Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries and/or jurisdictions. Bank of America Corporation stock (N Y S E: B A C) is listed on the New York Stock Exchange.
J D Power Certified Contact Center Program℠ focuses on critical areas of customer satisfaction by rewarding best practices that are aligned with customer needs. To become certified to live phone interactions, a contact center operator must successfully pass a detailed audit and perform within the top twenty percent of customer service scores, which are based on benchmarks established in J D Power’s cross-industry customer satisfaction research. The evaluation criteria include the customer service representative’s courtesy, knowledge, and concern for the customer; promptness in speaking to a person and timely resolution of the problem or request. Additionally, the experience with the automated phone system is evaluated based on the clarity of the information provided, the ease of navigating the phone menu prompts and the ease of understanding the phone menu instructions.
J D Power 2026 Certified Customer Service Program℠ recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. Bank of America engaged J D Power to be independently evaluated through this program and cite the results. For more information, visit J D Power Awards. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or rating are not indicative of any future performance or investment outcome. Participation in the certification audit was paid for by Bank of America.
Anu Ahluwalia, Bank of America
Phone: one six four six eight five five three three seven five
anu.ahluwalia@bofa.com
MAP# 9182389
[1] Investment products are available from Merrill Lynch, Pierce, Fenner & Smith Incorporated.
[2] Bank products are available from Bank of America, N.A., and affiliated banks.
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