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A 403(b) plan is a retirement savings plan available to employees of public schools, churches and certain 501(c)(3) nonprofit organizations. Named after the section of the IRS code that governs it ...
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Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $4.9 trillion in assets under management , and, as of December 2023 [update] , $12.6 ...
An ABLE account, also known as a 529 ABLE or 529A account, is a state-run savings program for eligible people with disabilities in the United States. Rules governing ABLE accounts are codified in Internal Revenue Code section 529A, which was enacted by the Achieving a Better Life Experience (ABLE) Act in 2014. With limitations, funds in an ABLE ...
Headquarters. Dallas, Texas. Fidelity Union Life Insurance Company is an insurance company based in Dallas, Texas. In 2012, it had assets in excess of $19 billion. [1] The high-rise residential building known as Mosaic Dallas originally served as its corporate offices. It was founded in 1925 by Carr Collins, Sr. and William Morriss.
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The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado ...