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  2. Roth 401(k) - Wikipedia

    en.wikipedia.org/wiki/Roth_401(k)

    Roth 401 (k) The Roth 401 (k) is a type of retirement savings plan. It was authorized by the United States Congress under the Internal Revenue Code, section 402A, [1] and represents a unique combination of features of the Roth IRA and a traditional 401 (k) plan. Since January 1, 2006, U.S. employers have been allowed to amend their 401 (k) plan ...

  3. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives (ranking third in the US in 1996) and was among the largest members of the New York Stock Exchange.

  4. Morgan Stanley Expands Corporate Retirement Plan Advisory ...

    www.aol.com/2012/12/11/morgan-stanley-expands...

    Morgan Stanley Expands Corporate Retirement Plan Advisory Services Model Portfolio Services now available for Plan Sponsors NEW YORK--(BUSINESS WIRE)-- Morgan Stanley (NYS: MS) today announced ...

  5. Pension administration in the United States - Wikipedia

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

    These brokers are often associated with firms like Raymond James, Edward Jones Investments and Morgan Stanley. The brokers may be employees of these firms or independent contractors. The plan assets of the organizational retirement plans in question sometimes reside on a trading platform that the administration firm control. More often, large ...

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

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

    A 401 (k) plan is a tax-advantaged retirement savings tool offered by employers that allows eligible employees to contribute a portion of their salary up to a set amount each year. Unlike ...

  7. Morgan Stanley debuts a new tool for employees: an AI ...

    www.aol.com/finance/morgan-stanley-debuts-tool...

    AI @ Morgan Stanley Assistant, which allows financial advisors quick access to the bank’s database of about 100,000 research reports and documents, was launched on Monday, CNBC reported based on ...

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