401(k) Alliance Partners
For companies who want to start a retirement plan or currently offer a plan with less than $5 million in assets.
If you already have an existing relationship with a Financial Advisor chances are we also have a solution that combines our robust recordkeeping system with their firm's investment solution. You can leverage a relationship with one of our valued partners:
AIG SunAmerica
Goldman Sachs
Merrill Lynch
Morgan Stanley
401(k) Alliance Partner – AIG SunAmerica
Why AIG SunAmerica?
About AIG SunAmerica
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Thirteen world-class money managers, including American Funds, Federated Investors, Lord, Abbett & Co., Wellington and Van Kampen
Plan highlights
The Polaris 401(k) Plan – for small and mid-sized businesses
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User-friendly employee education materials
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Choice of 32 investment options, and flexible retirement distribution options
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Informative, on-site enrollment meeting and client group training for plan administrators
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Convenient participant account access via the Internet and toll-free Voice Response System
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Full-service 401(k) recordkeeping provided by ADP, Inc., one of the nation's largest 401(k) recordkeepers
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Highly competitive fee structure
401(k) Alliance Partner - Goldman Sachs
Why Goldman Sachs?
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We have built a reputation of long-standing client relationships supported by an emphasis on service, integrity and teamwork.
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Your employees benefit from our global resources that provide access to some of the most promising and informed investment options available.
Facts about Goldman Sachs
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Founded in 1869, we’re one of the oldest and largest banking firms
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Headquartered in New York, we maintain offices in major financial centers around the world: London, Tokyo, Frankfurt, Hong Kong
Plan highlights
Goldman Sachs 401(k) Programs – for all size of business
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Communications that educate, inform and inspire – targeted to build plan awareness, increase plan participation, and provide on-going education and support to your employees
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Cornerstone investment options from the Goldman Sachs Funds*, with additional options from a select set of funds managed by other industry-leading fund families
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Efficient recordkeeping and effective administrative tools provided by ADP to minimize the time you spend managing your plan
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Partnership with some of the best and brightest Investment Professionals in the field
* For more information about any of the Goldman Sachs Funds, please call 1.800.526.7384 and request a prospectus. An investor should read the prospectus carefully before investing. Goldman Sachs & Co. is the distributor of the Goldman Sachs Funds. Copyright 2008 Goldman Sachs & Co. All rights reserved.
401(k) Alliance Partner - Merrill Lynch
Why Merrill Lynch?
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MLConnect® is a robust, flexible suite of Merrill Lynch’s financial, investment and advisory services on a platform of ADP’s support services tailor-made for small companies
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Our network of professional Financial Advisors has extensive knowledge about retirement plans and proven expertise in creating financial strategies
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Our client relationships are among our greatest competitive assets, and we deepen and enrich these relationships through disciplined growth, innovation and seamless execution
Facts about Merrill Lynch1
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More than 6 million individuals and 35,000 businesses have trusted The Retirement Group at Merrill Lynch with more than $400 billion in retirement account assets1
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Approximately 15,000 Financial Advisors located around the world2
Plan highlights
ADP 401(k) Program – An Alliance with Merrill Lynch – for small and mid-sized businesses
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Comprehensive employee enrollment and education programs and resources that encourage participation, investment diversification and increased contribution amounts
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Choice from over 70 mutual funds designed to meet the needs of every investor, with additional investment options offered through several prestigious fund families
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Plan support, training, recordkeeping, technology-enabled client service and savings tools through ADP
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Seamless integration between ADP payroll and ADP recordkeeping systems may save you time and money
1 Data as of March 31, 2008.
2 Data as of December 31, 2007
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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated is a member of FINRA and is not associated with ADP. Member Securities Investor Protection Corporation (SIPC).
401(k) Alliance Partner - Morgan Stanley
Why Morgan Stanley?
Morgan Stanley is a global financial services leader recognized for its ability to help clients build and manage retirement solutions for their employees.
Our expertise ranges from investment banking and wealth management to research and retirement planning.
From employee education and asset management to plan maintenance, we can partner with you to ensure that your retirement program is consistent with your company’s objectives.
Facts about Morgan Stanley*
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Manages more than $779 billion worldwide
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Employs approximately 8,350 investment professionals globally
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Maintains more than 600 offices in 33 countries
Plan highlights
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Morgan Stanley Select, Plus and Premier Programs – for small and mid-sized businesses
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Compelling participant education – pre-enrollment, enrollment and on-going education
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Choice from over 200 highly rated Morgan Stanley, Van Kampen and selected complementary external mutual funds
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Daily valuation, accurate and timely reporting, and full-service transaction processing provided by ADP, a proven leader in plan recordkeeping
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Institutional trusteeship through State Street Bank and Trust Company lowers your fiduciary responsibility as a plan sponsor
* Morgan Stanley data as of May 2008.
Interested in learning more? Contact us or call 1.800.432.4015.