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401(k) Alliance Partner - Merrill Lynch
For companies with up to 49 employees and/or less than $3mm in plan assets
Why Merrill Lynch?
- Financial Advisors with extensive knowledge of retirement plans and investments who are well-equipped to educate you about the program and its funds, and to assist your every step
- Our client relationships are among our greatest competitive assets. We deepen and enrich these relationships through disciplined growth, innovation, and seamless execution
Facts about Merrill Lynch1
- Over $590 billion in assets under management worldwide
- Approximately 595 investment professionals employed globally
- Provides services to 141 of the 500 largest corporations in the MSCI World Index2
Plan highlights
ADP 401(k) Program – An Alliance with Merrill Lynch – for small and mid-sized businesses
- Comprehensive employee enrollment and education programs and resources that encourage participation, investment diversification and increased contribution amounts
- Choice from over 70 mutual funds designed to meet the needs of every investor, with additional investment options offered through several prestigious fund families
- Plan support, training, recordkeeping, technology-enabled client service and savings tools through ADP
- Additional value to be gained from the two-way integration between ADP payroll and ADP recordkeeping systems
1 MLIM: Data as of December 31, 2005.
2 MLIM: Data as of March 31, 2006.
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.
MLIM Funds are distributed by FAM Distributors, Inc. Merrill Lynch, Pierce, Fenner & Smith Incorporated and its affiliate, FAM Distributors, Inc., are members of FINRA and are not associated with ADP. Member, Securities Investor Protection Corporation (SIPC).
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