(MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.īanking products are provided by Bank of America, N.A. MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp"). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Merrill is responsible for ongoing product management and vendor oversight, as well as trading and custodial services of plan assets and monthly transaction statements.įootnote 5 Fees will be deducted from the business account.įootnote 6 Fees will be deducted from each participant's account. Bank of America Corporation, PAi and Morningstar Investment Management LLC are not affiliated.įootnote 4 Morningstar Investment Management LLC selects the investments and is responsible for the ongoing monitoring and maintenance of the investments and model portfolios. Educational call center support will be provided by PAi. Morningstar Investment Management LLC is a provider of investment management solutions, including investment advisory and retirement plan services. Investment advisory and fiduciary services are provided by Morningstar Investment Management LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Footnote 1 For more information, visit the IRS website popup.įootnote 2 Please consider the advantages and disadvantages of taking a loan before initiating one.įootnote 3 Plan and participant-level administrative and recordkeeping services for Merrill Small Business 401(k) plans are provided by Plan Administrators, Inc. You should consult your legal and/or tax advisors before making any financial decisions. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice.
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