Merrill Lynch

Merrill Lynch

Merrill Lynch - Hofstrand & Associates is a full service financial services provider, is the facilitator for the ILCPA’s Multi-Employer Aggregation Plan for deferred compensation (retirement) plans, and is one of a select group of highly qualified and credentialed Merrill advisors specialized in defined contribution plans who can add value to your plan by:

 

  • Offering access to 3(21) fiduciary services
  • Helping you shape your investment strategies
  • Offering thoughtful advice without a proprietary investment requirement
  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
  •  Assisting in the delivery of employee financial wellness programs and education
  • Educating employees on connecting their life priorities with their finances to help them pursue what matters most to them

 

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