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  2. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    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 Lynch & Co. - Wikipedia

    en.wikipedia.org/wiki/Merrill_Lynch_&_Co.

    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 ...

  4. BofA Securities - Wikipedia

    en.wikipedia.org/wiki/BofA_Securities

    BofA Securities, Inc., [1] previously Bank of America Merrill Lynch ( BAML ), is an American multinational investment banking division under the auspices of Bank of America. It is not to be confused with Merrill, the stock brokerage and trading platform subsidiary of Bank of America. It provides services in mergers and acquisitions, equity and ...

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

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

    Contributions to a Roth account. Catch-up contributions can also be made to Roth 401(k)s or split between traditional and Roth 401(k) accounts. While your tax break is not immediate with a Roth ...

  6. 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 ...

  7. Lincoln National Corporation - Wikipedia

    en.wikipedia.org/wiki/Lincoln_National_Corporation

    US$ 20.272 billion ( Fiscal Year Ended December 31, 2021) [1] Number of employees. 11,000+ (2022) Website. lincolnfinancial .com. Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies.

  8. 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 ...

  9. Solo 401(k) - Wikipedia

    en.wikipedia.org/wiki/Solo_401(k)

    A Solo 401(k) (also known as a Self Employed 401(k) or Individual 401(k)) is a 401(k) qualified retirement plan for Americans that was designed specifically for employers with no full-time employees other than the business owner(s) and their spouse(s). The general 401(k) plan gives employees an incentive to save for retirement by allowing them ...