Profit Sharing Plans

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If your business has variable profits and you are seeking a flexible and cost-effective qualified retirement plan, consider a profit sharing plan. When you establish a profit sharing plan with Merrill Lynch, you and your employees can benefit from our broad range of investment choices, as well as the advice and guidance of our Financial Advisors. You also will have access to many other business services Merrill Lynch provides.

  • Employer contributions are generally tax-deductible, and contributions and investment earnings grow tax-deferred until withdrawal
  • Choose from a broad array of investment choices
  • Stay flexible – contributions are not mandatory, and you can change the amount of your contributions each year

Merrill Lynch Wealth Management offers multiple solutions to support your profit-sharing plan:


    For more information call 1.866.4ML-BUSINESS (465-2874).

    Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, not a bank and the WCMA account is not a bank account. Banking services are provided by licensed banks or by third parties through arrangements with licensed banks. Unless otherwise indicated, investment products are not FDIC-insured, not guaranteed by a bank and may lose value.

    Working Capital Management Account and WCMA are registered service marks of Merrill Lynch & Co., Inc.

    Basic and Retirement Cash Management Account are service marks of Merrill Lynch & Co., Inc.

    Neither Merrill Lynch nor its representatives provide legal or tax advice. You should consult with your own legal/tax advisor regarding your particular situation.

    * Additional fees for these services may apply.

    © 2010 Merrill Lynch, Pierce, Fenner & Smith Incorporated. Member, Securities Investor Protection Corporation (SIPC).