PSFCA 401(k) Retirement Plan & Wealth Management
Retirement Benefits for Your Team. Wealth Planning for You.
Explore the PSFCA 401(k) Retirement Plan for your school and personalized wealth management through Merrill Lynch. Access retirement plan resources to support your employees, and connect with experienced advisors to help align your investments, retirement goals, and business succession plans with the future you’re building.
Your Contacts
Contact: Marjorie (Margie) Manning | Merrill Lynch | marjorie.manning@ml.com
Contact: Anthony Napolitano | Merrill Lynch | anthony.napolitano2@ml.com
401(k) PEP Retirement Plan
Everything Primrose Franchise Owners need to explore, enroll in, and manage the PSFCA 401(k) Retirement Plan is right here. Learn about plan features and benefits, participation requirements, and enrollment options, and access essential resources to establish and administer your school’s retirement program while supporting your employees’ long-term financial well-being.
The PSFCA 401(k) Pooled Employer Plan (PEP) allows participating Primrose Franchise Owners to offer employees a competitive retirement savings benefit without the administrative complexity of sponsoring a traditional standalone 401(k) plan. By joining together under one retirement plan, schools benefit from streamlined administration, professional investment management, and shared plan resources.
Ascensus serves as the Pooled Plan Provider (PPP), overseeing plan administration and fiduciary responsibilities, while Merrill Lynch provides investment management and advisory services. Together, they help simplify retirement plan management so franchise owners can focus on running their schools.
Primrose School PEP Retirement Plan
Review the Primrose School PEP Retirement Plan overview.
Wealth Management
You’ve Built Your School. Now Build What Comes Next.
Your school is a major investment—but your financial future reaches beyond its walls. Margie and her Merrill Lynch team help franchise owners connect investment management, retirement planning, tax strategies, and business succession with their personal and family goals. Already have an advisor? A fresh perspective could reveal opportunities worth a closer look.