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Retirement Plans for Small Business

Get the retirement plan that fits your needs. Talk to a Merrill Edge Financial Solutions Advisor™ for Small Business today. Or visit Merrill Edge

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Onscreen disclosure 1: Please read important information at the end of this video.

Onscreen disclosure 2: Hypothetical small business owner is a paid actor. Not representative of any specific client experience.

Molly: I started designing jeans in my dorm room sophomore year. I never wanted to do anything else. 10 years later, I moved into this studio.

Now that I'm established, I want to make good decisions about my finances. I have some savings, a personal IRA, a few bonds.

But honestly, I don't have time to think about dinner, let alone retirement.

I have a plan for my business. So I wanted one for my retirement, too. But with all this going on, I needed something simple, affordable and easy to manage. And that's where Merrill Edge came in.

When it comes to my future, every dollar counts. And with a retirement plan from Merrill Edge, my business could benefit from potential tax advantages while I plan for retirement. And as I grow, Merrill Edge could help meet my changing needs.

But it's not just about me. My employees pour their life into what they do. So I owe it to them to provide a retirement plan that they deserve.

Merrill Edge helped me understand that having a retirement plan doesn't have to be complicated. I get personalized solutions based on my needs. And I'm not alone. I work one-on-one with a licensed Financial Solutions Advisor to consider my retirement plan options. So no matter how big or complex my company becomes, I always get the help I need.

I've been lucky; my business has really taken off. But who knows where my business or I will be in 20 years? It feels good to know I have a strategy for my future.

Voiceover: To learn more, call 855.696.6411 to speak with a Merrill Edge Financial Solutions Advisor for Small Business.

To learn more, contact a Merrill Edge Financial Solutions Advisor™ for Small Business.
Call 855.696.6411, Monday-Friday, 8am-10pm ET

The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and are intended to demonstrate the capabilities of Merrill Edge. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.

Merrill Edge does not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisor as to any tax, accounting or legal statements made herein.

Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing. MLPF&S is a registered broker-dealer, member SIPC and a wholly owned subsidiary of BAC.

Investment products:
Are NOT FDIC Insured, Are Not Bank Guaranteed, May Lose Value
© Bank of America Corporation. All rights reserved.

The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and are intended to demonstrate the capabilities of Merrill Edge. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.

Merrill Edge does not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisor as to any tax, accounting or legal statements made herein.

Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing. MLPF&S is a registered broker-dealer, member SIPC and a wholly owned subsidiary of BAC.

Investment Products:
Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value

© Bank of America Corporation. All rights reserved.
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Merrill Edge is available through Merrill Lynch, Pierce, Fenner, & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Investment Products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

MLPF&S is a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.
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Business Advantage Relationship Rewards (the program) is only available to Small Business, Merrill Lynch® Small Business, and Bank of America Private Bank Small Business clients. Other categories of clients, such as those commonly referred to as Business Banking, Global Commercial Banking, Global Corporate Investment Banking, or Institutional clients are not eligible to participate in the program. Subject to certain exceptions, eligible business checking accounts generally are any Small Business checking account and the following Analyzed checking accounts: Full Analysis Business Checking or Analyzed Business Interest Checking. Clients in the eligible business categories may enroll in the program if you have an active, eligible Bank of America business checking account, and maintain a combined balance in any combination of your qualifying Bank of America® business deposit accounts and/or your qualifying Merrill Edge® and/or Merrill Lynch® business investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier, or $100,000 for the Platinum Honors tier. The combined balance is calculated based on either (i): your average daily balance for a three calendar month period, or (ii) your current combined balance, provided that you enroll at the time you open your first eligible business checking account and satisfy the balance requirement within thirty days of opening that account. Bank of America Private Bank Small Business clients are automatically enrolled in the program at the Platinum Honors tier as long as you maintain your Bank of America Private Bank relationship. Certain benefits may be available without enrolling in the program if you satisfy balance and other requirements. Program benefits subject to change.

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