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  2. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Revenue. US$ 302.5 million (2018) Number of employees. 4,000 (2020) Website. www .ascensus .com. Ascensus, LLC. is an American financial services company. It offers savings plans of various kinds. It was founded in 1980; the head office is in Dresher, Pennsylvania.

  3. Merrill Edge - Wikipedia

    en.wikipedia.org/wiki/Merrill_Edge

    Merrill Edge is an electronic trading platform and investment advisory service that provides self-directed and guided investment options for individuals and businesses. It is a subsidiary of Bank of America and was launched in 2010 after the merger between Merrill Lynch and Bank of America. Merrill Edge offers a wide range of investment ...

  4. Bank of America Merrill Lynch 401(k) Report Finds ... - AOL

    www.aol.com/2013/03/07/bank-of-america-merrill...

    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 ...

  5. Top 9 reasons to make 401(k) catch-up contributions - AOL

    www.aol.com/finance/top-9-reasons-401-k...

    The 401(k) contribution limit for 2024 is $23,000, and the catch-up contribution allows workers to add an additional $7,500 – for a grand total of $30,500 this year.

  6. Winthrop H. Smith Jr. - Wikipedia

    en.wikipedia.org/wiki/Winthrop_H._Smith_Jr.

    Winthrop Hiram "Win" Smith Jr. (born 1949 in New York, New York) is the former executive vice president of Merrill Lynch & Co. and Chairman of Merrill Lynch International, Inc. He spent 27 years at Merrill Lynch, beginning in 1974, after receiving an MBA from Wharton, retiring in January 2002. He is a 1971 graduate of Amherst College.

  7. What happens to your 401(k) after you leave a job? 8 key ...

    www.aol.com/finance/happens-401-k-leave-job...

    2. What to do with your 401 (k) after leaving a job. When you leave an employer, you have several options: Leave the account where it is. Roll it over to your new employer’s 401 (k) on a pre-tax ...

  8. Mercury Asset Management - Wikipedia

    en.wikipedia.org/wiki/Mercury_Asset_Management

    Merrill Lynch. Headquarters. London, UK. Key people. Peter Stormonth Darling (Chairman), Hugh Stevenson ( Chairman ), Carol Galley (Vice-Chairman), Stephen Zimmerman (Deputy Chairman) Number of employees. 1,300. Mercury Asset Management plc was a leading British investment management business. It was listed on the London Stock Exchange and was ...

  9. What are the benefits of contributing to a 403(b)? - AOL

    www.aol.com/finance/benefits-contributing-403-b...

    A traditional 403 (b) plan offers several advantages: Pre-tax contributions: Pre-tax contributions reduce your taxable income in the year you contribute. Tax-deferred growth: Your contributions ...