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 has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Merrill Lynch, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Merrill Lynch to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Merrill Lynch offers the following type of 403(b) investment option:
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:
- End of List Declared by Merrill Lynch
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 FormsMerrill Lynch has not provided copies of or links to any Vendor Forms. Please contact Merrill Lynch to request any forms you might need.
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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:
Important: The list below represents those Employers in whose 403(b) Plans Merrill Lynch holds an Inactive Payroll Slot:
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:
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.
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:
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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