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Scholars Choice Enrollment Kit - Merrill Lynch

Literature

Contains Enrollment Brochure, New Account Application, Rollover Form, ROA Form and PDS. IMPORTANT: The New Account Application in this kit is not required if the account is being established on the Merrill Lynch omnibus platform.


ACES - Plan Design - Prospecting Letter

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A sample prospecting letter for advisors to use when communicating with plan sponsors about the retirement plan design options.


ACES 2.0 Advisor Presentation

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A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.


Scholars Choice Enrollment Kit

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Provides informative strategy and performance documentation, application forms and regulatory information on the fund.


Scholars Choice Product Overview Brochure

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A brochure outlining the benefits of investing early in Scholars Choice 529 College Savings Program. Includes Investment Choices based on fund portfolios.


Leveraging Your Technology Resources

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Marketing piece explaining how technology can help with becoming more efficient and better connected.


Scholars Choice Investment Options Brochure

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Brochure listing the Scholars Choice investment options and their underlying funds


Investor Education - What a Difference a Year Makes

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Investment performance is only one factor to consider when planning for a retirement that could last 30 years or more.


Education Savings Vehicle Comparison Chart

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A brochure that compares different education savings vehicles .


ACES 2.0 Workbook

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A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.


All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.