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  2. Charles Schwab Corporation - Wikipedia

    en.wikipedia.org/wiki/Charles_Schwab_Corporation

    The Charles Schwab Corporation [2] is an American multinational financial services company.It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients.

  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. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    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 $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...

  5. The average 401(k) balance by age - AOL

    www.aol.com/finance/average-401-k-balance-age...

    Ages 45-54. Average 401(k) balance: $168,646. Median 401(k) balance: $60,763. During this decade you may be getting a larger paycheck than ever, and perhaps you can maximize your 401(k) plan.

  6. Unhappy customer: Why I finally took my business from ... - AOL

    www.aol.com/finance/unhappy-customer-why-finally...

    Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us. Mail. ... of course — and move my Vanguard Individual 401(k) account to Charles Schwab .

  7. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    Workplace - This service manages 401(k) accounts for 1.1 million clients across 7,000 companies as of November 2020. [32] The company is the largest provider of managed accounts in the United States, [ 33 ] and has more clients than any other independent financial advisor. [ 34 ]

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