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Merrill Lynch
(aka: Merrill Lynch)
Vendor General Information

This Vendor Page has not been approved by Merrill Lynch,
but the information provided should be useful to you.

General Status

Merrill Lynch is no longer accepting contributions into 403(b) account after 12/5/2008. Existing accounts may remain invested with this vendor, however loans will no longer be available on these accounts after 12/5/2008.

Merrill Lynch has provided this PDF documentation: View / Download

Landing Pages

Product and Fee Information

Click the link(s) below for information on Merrill Lynch products:

Marketing Information

Investment products of Merrill Lynch are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

To Be Determined

 

Employers for which Merrill Lynch (aka: Merrill Lynch) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Merrill Lynch holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans Merrill Lynch holds an Inactive Payroll Slot:

  • End of List

Employers for which Merrill Lynch is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Merrill Lynch is eligible to receive exchanges, transfers, and rollover contributions because Merrill Lynch has signed

Employers for which Merrill Lynch is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Merrill Lynch is classified as an Orphaned Vendor:

Employers for which Merrill Lynch is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Merrill Lynch is a Deselected Vendor.

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Employers for which Merrill Lynch is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Merrill Lynch is classified as a Grandfathered Contribution Vendor:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Merrill Lynch is classified as a Grandfathered Exchange Vendor:

  • End of List