Merrill Lynch

About Merrill Lynch

<h2>About Merrill Lynch</h2><p>Merrill Lynch, a wholly owned subsidiary of Bank of America Corporation, is one of the largest and most recognized wealth management and financial advisory firms in the United States. Headquartered in New York City, the firm traces its roots back to 1914 when Charles E. Merrill founded the company that would eventually reshape how Americans invest.</p><p>With thousands of financial advisors nationwide, Merrill Lynch provides comprehensive retirement plan advisory services to employers of all sizes. Their 401(k) and defined contribution plan services encompass investment menu design, fiduciary consulting, participant education, and plan optimization. The firm leverages Bank of America's extensive resources to deliver institutional-grade investment platforms alongside personalized advisory relationships.</p><h3>Retirement Plan Services</h3><p>Merrill Lynch serves as both a plan advisor and recordkeeper for employer-sponsored retirement plans, managing hundreds of billions in retirement plan assets. Their advisory teams specialize in ERISA fiduciary guidance, helping plan sponsors navigate compliance requirements while optimizing plan design for participant outcomes. The firm's proprietary research capabilities and access to a broad universe of investment options distinguish their retirement plan offering in a competitive marketplace.</p><h3>Scale and Reach</h3><p>Operating from offices in all 50 states, Merrill Lynch combines national scale with local presence. Their retirement plan division benefits from Bank of America's corporate banking relationships, frequently serving as advisor to mid-market and large-plan sponsors with complex needs including executive deferred compensation, defined benefit plans, and multi-plan structures.</p>

Website: https://www.merrilledge.com

Founded: 1914

Employees: 30000