Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided ... Any Banking Service or Activity Page 1 of 4 ... If you have maximized your contributions to retirement plans such as IRAs or 401(k)s, annuities may ...Check with your retirement plan administrator to find out about your plan’s actual distribution options. The 10% additional federal tax generally applies to withdrawals before age 59 ... Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of ...Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards. ... Plan. Invest. Live. Explore topics ranging from managing everyday finances to life events and retirement.GKB & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice …Phone number. 1.800.MERRILL (1.800.637.7455) If your credit card is lost or stolen please call 1.888.565.6472 immediately.Aug 19, 2023 · by Gage Morse, 2/22/2022. Pros: Not bad if over $10 million. Cons: Essentially, Merrill has become a bank. BOA is just a big, dumb, country bank with a provincial service model and mentality. As BOA has squeezed resources out of the Merrill Lynch service model, the systems are highly automated and inefficient. Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards. ... New Rules For 401(k) Plans. See how the SECURE 2.0 Act changes how we prepare for retirement. View FAQs.subject to a different Merrill Lynch Fee Rate. If you work with a Merrill Financial Solutions Advisor (MFSA), you have access to a more limited Program offering as described in the Brochure and as such the maximum Merrill Lynch Fee Rate that can be charged is 1.10%. The extent to which we agree to and approve a rate that is lower than theIf you were born between 1955 and 1959, your full retirement age is 66 plus two months for each year after 1954. For example, if you were born in 1956, your full retirement age is 66 and four months. If you were born in 1960 or later, your retirement age is 67. If you were born on January 1, use the previous year to determine your full ... Depending on eligibility, UPS employees can earn a pension plan that allows individuals to retire at age 55 after 10 years of service with the company. Additional retirement benefits include discounted stock purchase options and a 401(k) wi...Kroger Customer Service Center Phone Number: 1-855-705-5500. between 9:00 a.m. and 6:00 p.m. Eastern Time, Monday through Friday ... Critical Illness Insurance, Savings Plan 401(k), Company Paid Retirement Benefit, Employee Stock Purchase Plan, Paid Holidays, Flexible Spending Accounts (FSAs), Health Savings Account (HSA), Time Off and …Ulian, 46, will run B of A Merrill Lynch's proprietary 401(k) platform, defined benefit plan administration, requests for proposals, pricing and underwriting as well as equity plan services. He was an executive vice president in sales and relationship management for Fidelity's workplace investing group. He has worked at Fidelity since 2005.If your employer's 401 (k) plan is with Merrill and you have questions or need help evaluating a loan, use the Benefits OnLine ® app or visit Benefits OnLine ®. Learn more about 401 (k) plan account loans. Explore videos, articles and tools to help you prepare for your financial future.Investment products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”) Banking products are provided by Bank of America, N.A ...Merrill provides products and services to various employers, their employees and other individuals. In connection with providing these products and services, and at the request of the employer, Merrill makes available websites on the internet, mobile device applications, and written materials, including brochures, in order to provide you with ...Likewise, Merrill placed more advisors on the Financial Times 2017 ranking of top retirement advisors than any other company. It placed 55 advisors on that list, out of 401 total. Merrill advisors have also been recognized in rankings of the top young advisors and the top women advisors in the country. Calgary. Global Banking and Markets. Merrill Lynch Canada, Inc. Bow Valley Square III. Suite 2620. 255 5th Avenue SW. Calgary, AB T2P 3G6. Tel:+1-403-231-7300 Merrill Lynch Wealth Management unveiled long-anticipated changes to its account-transition program for retiring brokers on Wednesday, adding five to 75 percentage points to the payouts brokers ...Financial Life Benefits®. Financial wellness for employees. See all solutions and services. Contact a team member today. Let us help you differentiate your business and empower your employees to take control of their full …Our integrated defined benefit (DB) capabilities include: Flexible pension solutions across consulting, investment advisory programs, discretionary investment management, trust, …Defined contribution. As an employer, you play a pivotal role in supporting your employees and their financial wellness. For many employees, a 401 (k) plan (or defined contribution plan) is one of their most critical retirement vehicles. We're here to help provide you with retirement-readiness solutions, while helping to build financial ... Introduction of Immediate Participation in the Macy’s, Inc. 401(k) Retirement Investment Plan (“the Plan”) for Regular, Full Time Employees of Macy’s, Inc. This is an addendum to the Macy’s, Inc. 401(k) Retirement Investment Plan Summary Plan Description (“SPD”), summarizing an amendment to the Plan.Jan 12, 2023 · Personal Retirement Strategy is an online investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Inc. (“MLPF&S” or “Merrill”) that uses a probabilistic approach to determine the likelihood that participants in the program will accumulate sufficient total assets to achieve their annual retirement income goal. • Merrill Lynch Statement Link Service Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or ... Benefit Distributions 3 . 9. Loans . ... on your Retirement Plan Account statement, or the delivery to you of ...Benefits OnLine®. Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck. Online Access Guides for 401 (k) …Job Description & Program Overview. Global Wealth and Investment Management provides comprehensive wealth management solutions to affluent and high …through the Merrill Lynch Bank Deposit Program (“MLBD Program”). The ISA Program is not an available Money Account Sweep in the Merrill Edge Self-Directed (“MESD”) Investing service. “Plan” means a qualified retirement or other tax-exempt employee-benefit plan.Retirement is a significant milestone in life, but it also brings about important considerations, especially when it comes to healthcare coverage. If you are planning to retire at the age of 62, you may be wondering how it will affect your ...Online account view. Bring your investing and banking together online. Get the right financial solution for every stage of your life's financial journey. Get help in managing your finances, investing and saving for retirement, and more. Find the right solution or service to help you achieve your financial goals, with Merrill.Job Description & Program Overview. Global Wealth and Investment Management provides comprehensive wealth management solutions to affluent and high …Resources. Plan information. Forms. Tools and services. Statutory information. Here are some key resources you may need. For a more tailored collection of resources according your plan and where you are in your retirement journey, log in to your profile.Under the terms of this plan, if age and service requirements are met, participants may retire and elect to start receiving their pension. ... Age 55 with 20 years of service – Early Retirement is age 55 with at least 20 Vesting Years of Service; ... Go to www.benefits.ml.com or call Merrill Lynch at 1-800-228-4015.In the United States, retirement planning is an important part of becoming financially secure. Government programs, including Social Security and others, can help ease the financial burden of retirement.If you do not receive your User ID, or have any questions, please the Merrill Lynch Retirement and Benefits Contact Center at 1-866-820-1492 or 609-818-8894 . Also know, how do I withdraw my 401k early from Merrill Lynch? To start your withdrawal youll need a One Time Distribution form from Merrill Lynch.Investment products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”) Banking products are provided by Bank of America, N.A ... 570.829.8000. 600 Baltimore Drive. Wilkes-Barre, PA 18702. Hours of Operation: Mon - Fri: 8:00 AM - 4:30 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well ...Registered representatives of ADP Broker-Dealer, Inc. do not offer investment, tax or legal advice to individuals. Please consult with your own advisors for such advice. ADPRS-20230629-4643. Make 401 (k) retirement plans easy with our solutions. Learn more about our 401 (k) plan management tools, simple plan setup, time savings, & more.As Retirement Benefits Consultants (RBC), we are one of a select group of highly qualified and credentialed Merrill teams that specializes in defined contribution plans. Through our Fiduciary Advisory Service, we facilitate discussions around plan design, investment menu design and due diligence, employee education, and reliable guidance on ...302.736.7700. 55 Kings Highway. Dover, DE 19901. Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to ...Aug 19, 2023 · by Gage Morse, 2/22/2022. Pros: Not bad if over $10 million. Cons: Essentially, Merrill has become a bank. BOA is just a big, dumb, country bank with a provincial service model and mentality. As BOA has squeezed resources out of the Merrill Lynch service model, the systems are highly automated and inefficient. If you're looking for an opportunity to save for retirement in a tax-advantaged way beyond a 401(k) plan or other tax-advantaged account, you may benefit from a traditional or Roth IRA. With a traditional IRA , contributions may be tax-deductible and the assets have the potential to grow tax-deferred. 1 However, the assets may be subject to ordinary income tax when distributed.Want to open an account? Need help with an existing Merrill Lynch account? Call the appropriate number below: Merrill Edge Advisory Center call 1.888.654.6837. Merrill Edge Self-Direct Investing call 1.877.653.4732. Merrill Lynch Wealth Management call 1.800.MERRILL (637.7455)Benefits OnLine is a platform that provides retirement and benefit services by Merrill. You can access your account, view your investment performance, manage your equity awards, and get financial advice from this website. Learn more about how Benefits OnLine can help you achieve your financial goals.Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards. ... New Rules For 401(k) Plans. See how the SECURE 2.0 Act changes how we prepare for retirement. View FAQs.Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With more than 13,700 Financial Advisors and $1.9 trillion in client balances as of March 31, 2014*, it is among the largest businesses of its kind in the world. Within Merrill Lynch ...retirement & benefit plan services. Fiduciary Fundamentals. Basics Best Practices. For plan sponsor use only. Fiduciary Advisory Services is an investment advisory program …616.774.4200. 250 Monroe Avenue Nw. Floor 06. Grand Rapids, MI 49503. Hours of Operation: Mon - Fri: 8:30 AM - 4:30 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are ... P.O. Box 29002, Hot Springs, AR, 71903-9002. To access your Walmart 401 (k) plan online, visit the Merrill Lynch website and enter your username and password, or use the forgot login feature to reset your credentials. If you don’t have login credentials, try registering as a new user. If you have a 401 (k) plan through Walmart at Merrill ...Planning for retirement? Get planning tips from Better Money Habits to meet savings goals for retirement. ... Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of ...Read now. *Business.com article "Best Business Employee Retirement Plans of 2023" published on April 28, 2023. Monthly Investment Service Fee: ADP Strategic Plan Services, LLC will impose a fee of .10% of covered assets, subject to a minimum fee of $20.83 per month, as more further described below.Object moved to here.values—and how they view a successful retirement. Given a choice between peace of mind and accumulating as much wealth as possible, 88% of retirees or near-retirees in the 2013 Merrill Lynch Retirement Study Americans’ Perspectives on New Retirement Realities and the Longevity Bonus chose peace of mind.It may be helpful to try resetting the password through a different internet browser. If this does not resolve the issue, you can call a Merrill Lynch representative at your plan's toll-free number for assistance. Will I be able to I access my Benefits OnLine account through the Merrill Lynch App?Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.Log in to Benefits OnLine 9am-9pm EST, M-F 1.866.820.1492 Frequently asked questions How can I contact my advisor? How do I retrieve my online user ID and/or reset my password? Merrill offers international clients global wealth management services Locate the offices nearest to you from the list below. Brazil Bolivia Canada Cayman Islands ChileWe all long for retirement, especially when it means no more hectic work schedules. After years of hard work we get to relax, shop, play golf and enjoy everything we’ve worked for. It doesn’t matter how young you are, saving for retirement ...The NYCERS Tier 4 plan includes provisions relating to retirement plans, programs, and other benefits offered to New York City employees who become members of the system on and after July 27, 1976. Some of the benefits that members enjoy ar...Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards. ... New Rules For 401(k) Plans. See how the SECURE 2.0 Act changes how we prepare for retirement. View FAQs.Today, as the second-largest retirement plan provider 1 in the nation and a comprehensive wealth management leader, we proudly serve more than 17 million individuals and over 69,000 different organizations. 2. With a constant commitment to growth, innovation and technology, we are fully dedicated to transforming the lives of all Americans.values—and how they view a successful retirement. Given a choice between peace of mind and accumulating as much wealth as possible, 88% of retirees or near-retirees in the 2013 Merrill Lynch Retirement Study Americans’ Perspectives on New Retirement Realities and the Longevity Bonus chose peace of mind.Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation. Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A., member FDIC.When planning for retirement, one detail to consider is the tax treatment of your income in retirement; for many individuals, Social Security benefits comprise a portion of their retirement income. The tax treatment of your Social Security ...Develop a Social Security and retirement date strategy. Although Social Security will make up just a portion of your retirement income, it's an important part of your overall retirement strategy. Give careful consideration to when it's most advantageous to take your benefit. 3. Go in-depth: Develop your strategies.Depending on eligibility, UPS employees can earn a pension plan that allows individuals to retire at age 55 after 10 years of service with the company. Additional retirement benefits include discounted stock purchase options and a 401(k) wi...Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards. ... Plan. Invest. Live. Explore topics ranging from managing everyday finances to life events and retirement.Use these tools and calculators to track your cash and retirement savings and to manage your investments. Investing College Planning Personal Finance. 1 You have choices about what to do with your 401 (k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA ... In the United States, retirement planning is an important part of becoming financially secure. Government programs, including Social Security and others, can help ease the financial burden of retirement.Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With more than 13,700 Financial Advisors and $1.9 trillion in client balances as of March 31, 2014*, it is among the largest businesses of its kind in the world. Within Merrill Lynch ... That is to be expected when 78 per cent of the advisers work in teams. This year’s FT 401 advisers hail from 41 states and Washington, DC. The FT 401 is listed state by state, and states with ...order to receive your benefit payments from the Cash Account Pension Plan and the Macy's, Inc. 401(k) Retirement Investment Plan. Merrill Lynch representatives are available to assist you Monday through Friday, 8 a.m. – 8 p.m. ET, on any day the New York Stock Exchange is open. To reach aWhat you might pay: $2,400 to $3,000 for seven performances, including dinner and parking 5. What you might pay: Approximately $3,000 for a five-day course at a top French school, including room and board but not airfare 6. “We prepared by padding their travel and leisure budget for the first couple of years of retirement,” says Harper. Merrill has the retirement solutions to help you achieve your goals. Choose your retirement account Solutions for individuals Solutions for business Maximize your retirement savings with solutions for individual investors, entrepreneurs and sole proprietors Good for individual investors RolloverFind a nearby Merrill Lynch financial advisor to help with your financial needs and wealth management. ... (including financial planning) and other services. Additional information is available in our Client Relationship Summary. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes ...The Turner Group. Our team was formed to develop, process, and deliver the entire spectrum of investment needs and creating customized wealth management strategies. Our areas of skill and knowledge comprise of access to a complete private banking platform, customized asset allocation, estate planning services, and wealth transfer techniques.Retirement and benefit services provided by Merrill Learn more about Merrill's background on FINRA's BrokerCheck layer Online Access Guides for 401(k) accounts and Equity Awards .retirement & benefit plan services. Fiduciary Fundamentals. Basics Best Practices. For plan sponsor use only. Fiduciary Advisory Services is an investment advisory program …Retirement is a significant milestone in life, but it also brings about important considerations, especially when it comes to healthcare coverage. If you are planning to retire at the age of 62, you may be wondering how it will affect your ...Learn about the features and benefits of the 401(k) plan offered by Merrill Lynch, a leading financial services firm. Find out how to enroll, manage your account, and access resources to help you plan for your retirement goals.212.236.3758. 225 Liberty St. | 37th Floor. New York, NY 10281. Learn more about an advisor's background on. FINRA's BrokerCheck. "We are a team of investment professionals who are committed to helping our clients identify …Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards. ... Plan. Invest. Live. Explore topics ranging from managing everyday finances to life events and retirement.**Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. Brokerage fees associated with, but not …Thank you! We have emailed any User ID(s) we retrieved to the email address you provided for your login. If you do not receive your User ID, or have any questions, please call the Merrill Lynch Retirement and Benefits Contact Center at 1-866-820-1492 (U.S., Puerto Rico and Canada) or 609-818-8894 (Outside of the U.S., Puerto Rico and Canada).Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) ... Time to check in on your progress. Register now. myFuture blog. Plan. Invest. Live. Explore topics ranging from managing everyday finances to life events and retirement. Explore now ...Work with a licensed Merrill Financial Solutions Advisor. Call us. 888.637.3343. Find a local. Financial Solutions. Advisor. 1 You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll ...
For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of .... Kstp 5 eyewitness news
If you have a retirement plan account with a former employer, you have choices for what to do with the assets, including: 1. Leave the assets in your former employer’s plan. Withdraw the assets in a lump-sum distribution 2, 3. Roll over all or a portion of the assets to a traditional IRA. Move the assets to your new employer’s retirement plan. This rollover can be made either directly from the prior employer’s plan or from an individual retirement account (“IRA”) in your name that held the prior employer plan’s distribution and no other contributions. Please contact Merrill Lynch at 1-800-257-6437, or access the Plan’s Internet site atRetirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards. ... New Rules For 401(k) Plans. See how the SECURE 2.0 Act changes how we prepare for retirement. View FAQs.Below you will find contact information for various retiree benefit programs and retiree services. ... change. You may need to update your address with more than one program. Agilent For Medical and Retirement plans and information Agilent Service Center at Fidelity 877-989-2727 ... Merrill Lynch is the exclusive global broker you’ll use for ...Depending on the job you have, there can be several benefits that you might be entitled to. One of those benefits is a pension plan if the company you work for offers it. Contributions made into a pension plan can help you achieve your savi...This organizational structure is designed to enhance the delivery of services to Merrill Lynch's diverse global client base and position it for worldwide growth. ... MLPF&S provides a wide variety of retirement plan products, particularly benefits consulting, administration, investment, employee education, and communication services to 401(k ...Investment products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”) Banking products are provided by Bank of America, N.A ...WESTLAKE VILLAGE, Calif.: 21 October 2015 — Bank of America Merrill Lynch Retirement & Benefit Plan Services contact center operations has been …Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.Retirement planning is an important piece of the financial security puzzle. And puzzle may not be the wrong word here. With changing costs of living, and fluctuating healthcare expenses, knowing just how much to save isn’t always as easy as...Finding a new financial advisor to help you with retirement can be challenging. Here are some questions to help choose the right professional for you. We may receive compensation from the products and services mentioned in this story, but t...800.388.6372. 275 E Rivulon Blvd. Gilbert, AZ 85297. Hours of Operation: Mon - Fri: 7:00 AM - 3:00 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned ...This organizational structure is designed to enhance the delivery of services to Merrill Lynch's diverse global client base and position it for worldwide growth. ... MLPF&S provides a wide variety of retirement plan products, particularly benefits consulting, administration, investment, employee education, and communication services to 401(k ...Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a Learn about the features and benefits of the 401(k) plan offered by Merrill Lynch, a leading financial services firm. Find out how to enroll, manage your account, and access resources to help you plan for your retirement goals.If you’re looking for a cellphone plan that doesn’t lock you into a particular service or provider for a specified period of time, you may want to consider AT&T cellphone plans with no contracts.If you have a retirement plan account with a former employer, you have choices for what to do with the assets, including: 1. Leave the assets in your former employer’s plan. Withdraw the assets in a lump-sum distribution 2, 3. Roll over all or a portion of the assets to a traditional IRA. Move the assets to your new employer’s retirement plan.Investment products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”) Banking products are provided by Bank of America, N.A ... Want to open an account? Need help with an existing Merrill Lynch account? Call the appropriate number below: Merrill Edge Advisory Center call 1.888.654.6837. Merrill Edge Self-Direct Investing call 1.877.653.4732. Merrill Lynch Wealth Management call 1.800.MERRILL (637.7455) Get in touch One of the most important aspects of your job is offering benefit plans and retirement options that fit your employees' needs. See how we design the benefit plan around your company and employees..
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