Philip Milot of Merrill Lynch

Albano, Christie
March 1999
Bond Buyer;03/18/99, Vol. 327 Issue 30601, p9
Trade Publication
Reports on the retirement of Philip Milot, director and manager of securities and purchasing for Merrill Lynch & Co. Inc.'s Defined Asset Funds.


Related Articles

  • Most Americans aren't saving for retirement. Moore, Michael O'D. // American Banker;7/27/1993, Vol. 158 Issue 142, p11 

    Reports on the findings of an annual retirement planning survey conducted by Merrill Lynch & Co. Percentage of preretirees and of those 25 to 44 years of age who are saving for retirement; Date conducted; Number of people surveyed; Percentage of women respondents who started saving before the...

  • Retirement planning gains in importance; savings still lags.  // Fairfield County Business Journal;9/25/95, Vol. 34 Issue 39, p10 

    Focuses on retirement planning attitudes in the United States according to a survey by Merrill Lynch & Co. Inc. Savings rates and forecasts for American workers; Expectations of financial security for retirement; Percentage of people with professionally-prepared plans.

  • Merril Lynch Creates a 'Paycheck' for Retirees. Mandell, Nancy R. // On Wall Street;Sep2004, Vol. 14 Issue 9, p24 

    Reports that retiree clients of Merrill Lynch can opt to have the payout of their assets on a monthly check beginning 2005 under the system called Retirement Paycheck. Comments from Jim McCarthy, head of retirement and education savings for Merrill Lynch, on the client base of the firm;...

  • Survey:Employees expect to postpone retirement.  // Business Journal (Central New York);5/21/2004, Vol. 18 Issue 21, p10 

    Reports on the results of the 2004 Retirement Preparedness Survey conducted by Merrill Lynch . Longer working life of aging Americans; Employees' unrealistic expectations about how well-prepared they are for retirement; Need for financial advice to manage personal savings during working years.

  • Ask Aging Clients: Can They Stay in Their Homes? Corbin, Kenneth // Financial-planning.com;2/27/2015, p4 

    The article reports on the new survey from banking company Merrill Lynch on the importance of advisors conversing with retirees about selling or continue living in their homes. Topics include the key role of advisors in reaching the decision of where to live for retirees, the perception of a...

  • New IRAs pitched by Prudential and Lynch. Arndorfer, James B. // Advertising Age;2/23/1998, Vol. 69 Issue 8, p47 

    Comments on the 1998 advertising campaigns of Prudential Securities, Merrill Lynch & Co. and Fidelity Investments for the Roth Individual Retirement Account (IRA), which allows investors to make after-tax contributions up to 100 percent of their total compensation or $2,000, whichever is less. ...

  • Century enters alliance with Merrill Lynch.  // Practical Accountant;Feb99, Vol. 32 Issue 2, p16 

    Focuses on the alliance of Century Retirement and Wealth Management Services and Merrill Lynch. Terms of agreement.

  • Merrill Finds People Unready for Retirement. Garmhausen, Steve // American Banker;5/13/2004, Vol. 169 Issue 92, p9 

    Merrill Lynch& Co. Inc. has found in a study that Americans' high expectations for retirement are paired with unrealistic ideas about how to pay for it, but a second company's survey found that people with at least $100,000 of investable assets were better prepared. The survey of 1,100 people 25...

  • Financial talk and a ballet.  // Hudson Valley Business Journal;9/6/2004, Vol. 15 Issue 18, p16 

    The article gives information about a free seminar called Decisions for a Secure Retirement that will be held by Merrill Lynch on Sept 23, 2004 at 6.30 p.m. at the Harness Racing Museum in Goshen. A speech will be given by Alan Oehrig, vice president and district annuity specialist. The evening...

  • AMVESCAP deal is tip of consolidation iceberg. Feinberg, Phyllis // Pensions & Investments;5/2/2005, Vol. 33 Issue 9, p3 

    The article informs that Merrill Lynch's acquisition of AMVESCAP's defined contribution record-keeping business is the beginning of another wave of consolidation in the industry. Merrill Lynch & Co. Inc. announced the acquisition of AMVESCAP Retirement Inc., Atlanta, the U.S. defined...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics