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In 2013, Kohlberg & Company, L.L.C, a private equity firm, acquired a majority interest in Risk Strategies. [10] [9] The new investment helped Risk Strategies expand into new markets and products. As of 2013, Risk Strategies had 10 offices, 120 employees, and $40 million in revenue. [9]
AIG/Lincoln was established in 1997 as a strategic partnership between AIG Global Real Estate Investment Corporation, New York, a subsidiary of AIG - American International Group, New York, and Lincoln Property Company, a Dallas based commercial real estate manager...
The DeWitt Stern Group was a privately held, New York City-based insurance brokerage and risk advisory firm. National in scope, the firm also has offices in North White Plains NY, Jersey City NJ, Chicago IL, and in two California locations: San Francisco and Glendale. It operated from 1899 until it was acquired in 2014 by Risk Strategies.
About 70 million Americans invest in 401(k)s and these retirement plans hold $6.9 trillion in assets, according to the Investment Company Institute, citing data as of September 30, 2023 . Plan ...
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There are over $20 trillion in retirement assets: In 2022, there were $8 trillion of assets invested in IRA accounts and $12 trillion invested in defined contribution plans, such as 401(k)s ...