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 Home - Business Benefits - Merrill Lynch and Pioneer Investments Uni-K Plan


  Merrill Lynch Pioneer Investments    Uni-K Plan

Merrill Lynch and Pioneer Investments are offering the Uni-K Plan - a 401(k) plan designed exclusively for owner-only businesses.

Uni-K provides the maximum flexibility for you and your business - whether your goal is saving for retirement or you need earlier access to your retirement savings with the loan feature1 - The Uni-K is the plan for you.

As an NBA Member - you are entitled to a special discounted annual trustee of $90.

The Uni-K Plan can provide you with many benefits including:

  • High maximum contribution levels
  • Loan availability
  • Valuable tax advantages
  • Wide range of investment options
  • Hassle-free Administration
  • Access to Roth savings

If you are interested opening an account or learning more about how the Uni-K Plan can benefit you please click here.

1 Loans carry interest charges. Taxes and penalties will apply if the loan is not paid back according to the terms and conditions of the loan.

Merrill Lynch, Pierce, Fenner & Smith, Inc, is a member of FINRA and is not affiliated with Pioneer Funds Distributor, Inc. The National Business Association is an independent and separate entity.

April 2008 Merrill Lynch, Pierce, Fenner & Smith Incorporated
Member, Securities Investor Protection Corporation (SIPC)


Contact Information:

URL: Uni-K Plan - click here
Phone: 888-854-7738 (Mention NBA and Uni-K Plan)
Discount: special discounted annual trustee of $90
Benefit ID: B110

  
  

5151 Beltline Rd. Suite 1150
Dallas, TX 75254

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