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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. Defined contribution plan - Wikipedia

    en.wikipedia.org/wiki/Defined_contribution_plan

    A defined contribution (DC) plan is a type of retirement plan in which the employer, employee or both make contributions on a regular basis. Individual accounts are set up for participants and benefits are based on the amounts credited to these accounts (through employee contributions and, if applicable, employer contributions) plus any investment earnings on the money in the account.

  4. 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 ...

  5. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    Edelman Financial Engines. Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021, it has $291 billion in assets and more than 1.3 million clients. [4] [6] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).

  6. Fidelity bond - Wikipedia

    en.wikipedia.org/wiki/Fidelity_bond

    A fidelity bond or fidelity guarantee is a form of insurance protection that covers policyholders for losses that they incur as a result of fraudulent acts by specified individuals. It usually insures a business for losses caused by the dishonest acts of its employees. While called bonds, these obligations to protect an employer from employee ...

  7. OneAmerica Financial Partners - Wikipedia

    en.wikipedia.org/wiki/OneAmerica_Financial_Partners

    oneamerica .com. OneAmerica Financial Partners, Inc., doing business as OneAmerica Financial, [2] is an American financial services mutual holding organization with corporate offices at the OneAmerica Tower in Indianapolis, Indiana, U.S. Its eight operating companies offer individual life, disability, and long-term care insurance, and annuities.

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