bank of america 401k plan merrill lynch


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PDF Bank of America 401(k) Plan: Enrollment guide for new teammates

Bank of America 401(k) Plan Here's what you need Employee Financial Services is offered through Bank of America Employee Banking and Merrill Lynch Pierce

PDF The Bank of America 401(k) Plan

If you have more than $1000 in your Bank of America 401(k) Plan account: Obtaining products and services from Bank of America Merrill Lynch is not a 

  • Does Merrill Lynch have 401k?

    Corporations, partnerships and nonprofit organizations can establish Merrill Small Business 401(k) plans.
    If you're self-employed or a sole proprietor, you may want to consider an Individual 401(k).

  • Can I take money out of my Merrill Lynch 401k?

    Unlike loans, withdrawals do not have to be paid back, but if you withdraw from your 401(k) account before age 59½, a 10% early withdrawal additional tax may apply, and you may jeopardize your financial security in retirement.
    It should be a last resort as a source of income.

  • How do I access my Merrill Lynch 401k?

    Yes, the easiest way to access your Merrill Lynch 401(k) is online.
    You can access your account online via the Merrill Lynch website, mobile app, or Merrill Edge app.

  • You can check your 401(k) balance online, through the account statements you receive, through your employer, or by calling your 401(k) service provider.

Online Access Guides for 401(k) accounts and Equity Awards.Login · Create User ID · Retirement & Investing · Merrill myFutureAutres questions
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