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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.

Merrill Lynch (aka: Merrill Lynch) - 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

Merrill Lynch (aka: Merrill Lynch) Web Homepage

Merrill Lynch Homepage may be accessed here .

Product Information

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

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Fee Information

Click the link(s) below for information on the fees associated with Merrill Lynch accounts:

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403(b) Investment Options

Merrill Lynch offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Merrill Lynch does NOT accept Roth 403(b) contributions.

Marketing Information

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

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Helpful Employee Resources

Merrill Lynch has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Merrill Lynch provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Merrill Lynch, please visit our General Merrill Lynch Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

Merrill Lynch has not provided copies of or links to any Vendor Forms. Please contact Merrill Lynch to request any forms you might need.

 

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:

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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 a Direct Information Sharing Agreement with Employers in this list unless otherwise noted in the "General Status" section of this page:

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:

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

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