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:

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403(b) Investment Options

Merrill Lynch offers the following type 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.

Merrill Lynch (aka: Merrill Lynch) - Columbia Gorge ESD Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Merrill Lynch Plan Number

When contacting Merrill Lynch or its local contacts, have ready your Columbia Gorge ESD - Merrill Lynch GROUP NUMBER: To Be Determined

Columbia Gorge ESD EIN

When contacting Merrill Lynch or its local contacts, you may require the Columbia Gorge ESD EIN: 936013615

Columbia Gorge ESD Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Merrill Lynch on Columbia Gorge ESD list of authorized vendors.

Request Additional Information from Merrill Lynch

Merrill Lynch has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Merrill Lynch has NOT signed any Direct Information Sharing Agreement with Columbia Gorge ESD or any Umbrella Information Sharing Agreement with CCC. Consequently, Merrill Lynch is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Columbia Gorge ESD 403(b) accounts.

Employer Minimum Contribution

Columbia Gorge ESD does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Merrill Lynch does not require any monthly contribution amount .

Vendor Forms

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

Columbia Gorge ESD Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Columbia Gorge ESD 403(b) Plan and much more on the Columbia Gorge ESD Information Page, available by clicking here.