Ready to sign up and begin reaping the benefits of the Merit 401(k) Maximizer program? Just follow these simple steps:
- Select a Sign-up Option and complete the application
- Select a payment option
- Download some important paperwork to activate your membership
- Send us your plan information
1. Sign-up Options:
In the Subject line put, Sign Me Up!, and in the message, tell us your name and include a phone number and the best time to reach you.
2. Payment Options:
3. Download Important Paperwork
Please download the following documents, complete them and either fax or mail them to us.
The following document provides important information about Merit 401(k) Maximizer. Please print it out and keep it in your files.
4. 401(k) information
Please mail us the following information (see Contact Us for mailing address):
- Copy of your latest 401(k)/403(b) statement
- List of funds available within the plan
- Detailed reports for the funds available within the plan
Securities offered through Securities America, Inc., Member FINRA/SIPC, Rick L. Kent, Registered Representative. Advisory services offered through the Merit Financial, Inc., an SEC Registered Investment Advisor, Rick L. Kent, Investment Advisor Representative. Securities America, Inc. and Merit Financial, Inc. d/b/a Merit 401(k) Maximizer are not affiliated.
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