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Merrill Lynch

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:


SPS Status

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

SPS Plan Number

When contacting Merrill Lynch to open an account, please reference Plan Number: To Be Determined

SPS Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

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

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Merrill Lynch to request your form.