- Contribute to your Retirement & Savings Plan (RSP) – 401(k) to build your retirement savings.
- Use Merrill’s retirement planning calculator to make sure your retirement savings are on track.
- Receive personalized advice and recommendations to help you reach your retirement financial goals with Advice Access. Log in to your Merrill account (select Enroll Now on the My Accounts page) or call 877.637.4226.
- Get personalized retirement planning help from a Merrill financial advisor. Call 877.654.2427 or log in to your account to schedule an appointment.
- Download the Merrill app, so you can check your 401(k) balance, contribution rate and investments on the go.
- Receive unlimited 30-minute sessions by phone with a certified financial planner who can help you with retirement planning (and other financial well-being topics) through the GuidanceResources Employee Assistance Program (EAP). You can also find FREE online articles, podcasts, workshops and more to help you prepare for retirement.
- If you are enrolled in a high-deductible health plan, contribute to a Health Savings Account (HSA) to save for future health care expenses, including in retirement.
- Learn how you can use an HSA to save and invest for future health care expenses.
- Read 10 tips to help you boost your retirement savings.
- See global benefits and well-being resources for employees approaching retirement.
