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5,500 (2023 [2]) Website. www.ascensus.com. 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.
Merrill Lynch & Co., formally Merrill Lynch, Pierce, Fenner & Smith Incorporated, was a publicly-traded American investment bank that existed independently from 1914 until January 2009 before being acquired by Bank of America and rolled into BofA Securities. The firm engaged in prime brokerage and broker-dealer activities and was headquartered ...
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Rolling over your Merrill Lynch 401k is actually pretty easy. ... Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach us. Mail. Sign in. Subscriptions; Business;
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%.
Bank of America Merrill Lynch 401(k) Report Finds Employers and Employees Taking Action to Improve Financial Wellness 401(k) Plan Design Features and Personalized Financial Advice Help Drive ...