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  2. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    As of December 31, 2023, the company managed more than $270 billion in assets for more than 1.3 million clients, mostly in 401(k) plans. [6] [28] In March 2021, Edelman Financial Engines announced that Warburg Pincus would be taking a minority stake in the company. The transaction represented a valuation of $7.3 billion, a 62% increase in the ...

  3. Nationwide Building Society - Wikipedia

    en.wikipedia.org/wiki/Nationwide_Building_Society

    Nationwide Building Society is the largest retail bank in the United Kingdom, [2] and the world's largest building society, serving over 16 million members. [3] It operates as a British mutual financial institution, meaning it is owned by and run for the benefit of its members.

  4. 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.

  5. CalPERS - Wikipedia

    en.wikipedia.org/wiki/CalPERS

    The California Public Employees' Retirement System (CalPERS) is an agency in the California executive branch that "manages pension and health benefits for more than 1.5 million California public employees, retirees, and their families".

  6. Timothy Melville-Ross - Wikipedia

    en.wikipedia.org/wiki/Timothy_Melville-Ross

    Sir Timothy David Melville-Ross CBE (born October 1944) is a British businessman who was CEO of Nationwide Building Society from 1985 to 1994 and went on to hold the role of chairman at several major companies, often simultaneously. Before and after his retirement from business he had leading roles in public bodies in areas including education ...

  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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