Merrill Lynch - ADP 401(k) Alliance Partner
For companies currently offering a retirement plan with $5 million to $25 million in assets
Why Merrill Lynch?
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MLConnect® is a robust, flexible suite of Merrill Lynch’s financial, investment and advisory services on a platform of ADP’s support services tailor-made for small companies
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Our network of professional Financial Advisors has extensive knowledge about retirement plans and proven expertise in creating financial strategies.
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Our client relationships are among our greatest competitive assets, and we deepen and enrich these relationships through disciplined growth, innovation and seamless execution
Facts about Merrill Lynch
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More than 6 million individuals and 35,000 businesses have trusted The Retirement Group at Merrill Lynch with more than $400 billion in retirement account assets1
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Approximately 15,000 Financial Advisors located around the world2
Plan highlights
ADP 401(k) Program – An Alliance with Merrill Lynch – for small and mid-sized businesses
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Comprehensive employee enrollment and education programs and resources that encourage participation, investment diversification and increased contribution amounts
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Choice from over 70 mutual funds designed to meet the needs of every investor, with additional investment options offered through several prestigious fund families
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Plan support, training, recordkeeping, technology-enabled client service and savings tools through ADP
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Seamless integration between ADP payroll and ADP recordkeeping systems may save you time and money
1 Data as of March 31, 2008.
2 Data as of December 31, 2007
For more complete information on the investment options, including their management fees and other charges and expenses, please consult the prospectus and other comparable documents. The prospectuses and other available information can be obtained by calling your Merrill Lynch representative. These documents should be read carefully before investing.
Merrill Lynch, Pierce, Fenner & Smith Incorporated is a member of FINRA and is not associated with ADP. Member Securities Investor Protection Corporation (SIPC).
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