Merrill Small Business 401(k) Plan

Investing involves risk, including the possible loss of the principal value invested.

Plan administrative and recordkeeping services for Merrill Small Business 401(k) are provided by PAi, a wholly owned subsidiary of Newport Group, Inc. CoPilot is a suite of recordkeeping services provided by PAi and is not an independent entity. The Years of Retirement is for illustrative purposes only and is not, in any way, a guarantee of future results.

For an explanation of how PAi manages your privacy, please read PAi's privacy policy.

Investment advisory and fiduciary services are provided by Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Associates, LLC is a provider of investment management solutions including investment advisory and retirement plan services. Educational call center support will be provided by PAi. Bank of America Corporation, PAi and Morningstar Associates, LLC are not affiliated.

Merrill, its affiliates and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Investment products:

© 2021 Bank of America Corporation. All rights reserved.