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

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

    Had Vanguard not announced plans to sell its Individual 401(k)s, SIMPLE IRAs, and multi-participant SEP-IRAs to Ascensus, I wouldn’t have bothered to look for a fee lower than the minuscule 0.04%.

  3. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Ascensus, LLC. 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. Newport Trust - Wikipedia

    en.wikipedia.org/wiki/Newport_Trust

    The Newport Trust Company is a private company whose US address is in New York City. [1] The Trust is controlled by the Newport Group, through a New Hampshire -chartered trust company. [2] The Trust controls $34 billion in Assets under management on American stock exchanges, [3] including roughly $10 billion in Boeing shares [4] and roughly $3. ...

  5. The father of the 401(k) on the downsides of his most famous ...

    www.aol.com/finance/father-401-k-downsides-most...

    About 35% of working Americans currently have 401(k)s, making it the most utilized retirement option, according to a 2020 census report. But that investment vehicle, beloved by employers across ...

  6. Talk:Ascensus - Wikipedia

    en.wikipedia.org/wiki/Talk:Ascensus

    FuturePlan by Ascensus, the firm’s third-party administration (TPA) line of business, is the largest retirement TPA in the U.S. Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers to ...

  7. 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 ...

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    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

  9. 401(k) Hardship Withdrawals: What You Need To Know - AOL

    www.aol.com/finance/401-k-hardship-withdrawals...

    A 401(k) plan loan allows you to borrow against the balance of your 401(k) plan. If your employer allows plan loans, you can borrow up to $50,000 or 50% of your vested account balance, whichever ...

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