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  2. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Morgan Stanley [4] is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. [2]

  3. Roth 401(k) - Wikipedia

    en.wikipedia.org/wiki/Roth_401(k)

    Roth 401 (k) The Roth 401 (k) is a type of retirement savings plan. It was authorized by the United States Congress under the Internal Revenue Code, section 402A, [1] and represents a unique combination of features of the Roth IRA and a traditional 401 (k) plan. Since January 1, 2006, U.S. employers have been allowed to amend their 401 (k) plan ...

  4. Pension administration in the United States - Wikipedia

    en.wikipedia.org/wiki/Pension_administration_in...

    Pension administration in the United States. Pension administration in the United States is the act of performing various types of yearly service on an organizational retirement plan, such as a 401 (k), profit sharing plan, defined benefit plan, or cash balance plan. Increasingly, employers are also implementing these plan types in combination ...

  5. This niche employee benefit can actually pay for itself ... - AOL

    www.aol.com/finance/niche-employee-benefit...

    Benefits are getting trimmed, raises are smaller (and, in some cases, nonexistent), and earnings calls mention “operational efficiency” at an unprecedented level, according to a recent Morgan ...

  6. 401(k) withdrawal rules: What to know before cashing out ...

    www.aol.com/finance/what-are-401k-withdrawal...

    The minimum withdrawal age for a traditional 401 (k) is technically 59½. That’s the age that unlocks penalty-free withdrawals. You can withdraw money from your 401 (k) before 59½, but it’s ...

  7. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley . On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith ...

  8. Morgan Stanley debuts a new tool for employees: an AI ...

    www.aol.com/finance/morgan-stanley-debuts-tool...

    AI @ Morgan Stanley Assistant, which allows financial advisors quick access to the bank’s database of about 100,000 research reports and documents, was launched on Monday, CNBC reported based on ...

  9. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    2. Relatives. Katharine Williams (sister) James Patrick Gorman [1] AO (born July 14, 1958) [2] is an Australian-American businessman and financier. He has been executive chairman of Morgan Stanley since 2012, and was CEO of the firm from 2010 through 2023. Before becoming CEO, he was the co-president and co-head of strategic planning at the firm.