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  2. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    By 2018, the company managed $160 billion in assets and was the largest provider of managed accounts in the defined-contribution market. [18] The company provided 401(k) investment advice managed by a proprietary technology platform with access to human advisers. [16] In 2018, its clients included Comcast NBCUniversal and IBM. [19]

  3. How to roll over your 401(k) in 5 easy steps

    www.aol.com/finance/roll-over-401-k-5-175006857.html

    Rolling over a 401(k) with high-fee investments into an individual retirement account with lower-cost investment options or to your current employer’s 401(k) plan could save you big.

  4. Merrill (company) - Wikipedia

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

    The company was founded on January 6, 1914, when Charles E. Merrill opened Charles E. Merrill & Co. for business at 7 Wall Street in New York City. [11] A few months later, Merrill's friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. [12] At that time, the firm's name included a comma between Merrill and Lynch, which was dropped in 1938. [13]

  5. Transamerica Corporation - Wikipedia

    en.wikipedia.org/wiki/Transamerica_Corporation

    The Transamerica Pyramid in San Francisco. In October 1904, A.P. Giannini founded the Bank of Italy in San Francisco. [3] [4] In October 1928, Giannini created a holding company that he named the Transamerica Corporation, which owned Bank of America, Bank of Italy, Bancitaly Corporation, National Bankitaly Company, California Joint Stock Land Bank, and Banca d'America e d'Italia [], which gave ...

  6. The Hartford - Wikipedia

    en.wikipedia.org/wiki/The_Hartford

    The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company. The Hartford is a Fortune 500 company headquartered in its namesake city of Hartford, Connecticut. [3] It was ranked 160th in Fortune 500 in the year of 2020. [4]

  7. 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 ...

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