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  2. Pension administration in the United States - Wikipedia

    en.wikipedia.org/wiki/Pension_administration_in...

    Pension administration in the United States is the act of performing various types of yearly service on an organizational retirement plan, such as a 401(k), profit sharing plan, defined benefit plan, or cash balance plan. Increasingly, employers are also implementing these plan types in combination arrangements for greater contribution ...

  3. Mercer (consulting firm) - Wikipedia

    en.wikipedia.org/wiki/Mercer_(consulting_firm)

    Mercer Consulting Group. In 1975, Marsh McLennan converted their benefits operations into a wholly owned subsidiary, William M. Mercer, Inc. In 1992, a holding company was created for Marsh McLennan's three global consulting businesses, known as Mercer Consulting Group. [9]

  4. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management , asset management , insurance , annuities , and estate planning .

  5. Wilshire Associates - Wikipedia

    en.wikipedia.org/wiki/Wilshire_Associates

    Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than $8 trillion of capital.

  6. Waddell & Reed - Wikipedia

    en.wikipedia.org/wiki/Waddell_&_Reed

    Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas , and was planning a move back to Downtown Kansas City before the company was sold.

  7. Segal (company) - Wikipedia

    en.wikipedia.org/wiki/Segal_(company)

    Segal was founded in 1939 by Martin E. Segal as the Martin E. Segal Company in New York, [3] [4] which provided consultants and actuaries for employee benefit plans. [4]In 1969, the company founded Segal Advisors as its investment consulting unit.

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