- 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 Homepage may be accessed here .
Click the link(s) below for information on Merrill Lynch investment products:
Click the link(s) below for information on the fees associated with Merrill Lynch accounts:
403(b) Investment Options
Merrill Lynch offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Merrill Lynch does NOT accept Roth 403(b) contributions.
Investment products of Merrill Lynch are marketed using the following approaches:
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.
- 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 PLAN OR 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
Contact Merrill Lynch directly if you have additional questions about Merrill Lynch products or services.
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
does not require any monthly contribution amount
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.
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.