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  2. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    In 2019, Principal purchased Wells Fargo's institutional retirement and trust business (including 401k, pension, executive deferred compensation, employee stock ownership plans and asset advice business) for $1.2 billion. The deal was financed with cash and senior debt financing. [8]

  3. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.

  4. Wells Fargo Launches My Retirement PlanSM

    www.aol.com/news/2013-04-15-wells-fargo-launches...

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  5. Empower (financial services) - Wikipedia

    en.wikipedia.org/wiki/Empower_(financial_services)

    Empower was created in 1891, when parent company Great-West Lifeco was founded as an insurance provider on the Canadian prairie. [1] After serving more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Life combined the record-keeping services of Great-West Financial ...

  6. A complete guide to 401(k) retirement plans: What is a ... - AOL

    www.aol.com/finance/complete-guide-401-k...

    The 401(k) has two varieties: the traditional 401(k) and the Roth 401(k). Traditional 401(k) : Employee contributions are made with pretax dollars, lowering your taxable income.

  7. 2025 financial checklist: Your guide to protecting your ... - AOL

    www.aol.com/finance/financial-planning-checklist...

    While traditional banks like Chase and Wells Fargo pay as ... than workplace plans. For instance, while your old 401(k) might charge 0.50% or more in annual management fees, many IRA providers ...

  8. A. G. Edwards - Wikipedia

    en.wikipedia.org/wiki/A._G._Edwards

    The firm was acquired by Wachovia to be folded into Wachovia Securities; [1] Wachovia was subsequently acquired by Wells Fargo, and the securities division was folded into Wells Fargo Advisors. The firm provided securities and commodities brokerage, investment banking, trust services, asset management, financial and retirement planning, private ...

  9. New York state is throwing its $260 billion retirement fund ...

    www.aol.com/finance/york-state-throwing-260...

    New York state is throwing its $260 billion retirement fund at ‘long-standing failures of oversight’ at Tesla, Wells Fargo, and Chipotle ... non-supervisory employees in 2023 and plans to ...