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2. Empower (financial services) - Wikipedia

   en.wikipedia.org/wiki/Empower_(financial_services)

   Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

3. Putnam Investments - Wikipedia

   en.wikipedia.org/wiki/Putnam_Investments

   Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. Putnam is currently a subsidiary of Franklin Templeton Investments.

4. Great-West Lifeco - Wikipedia

   en.wikipedia.org/wiki/Great-West_Lifeco

   Great West Life & Annuity Insurance Company is a company that provides individuals and businesses in all of the USA's states with life insurance, retirement benefits (which are paid for by employers) and annuities distributed by its own brokers and institutions. This division began operations in the USA on May 28, 1997.

5. The pros and cons of taking out a 401(k) loan - AOL

   www.aol.com/finance/pros-cons-taking-401-k...

   A 2022 study from the Employee Benefit Research Institute and the Investment Company Institute says that 84 percent of plans had outstanding loans, based on 2020 data. ... Old 401(k)s don’t count.

6. Do You Know How Your 401(k) Investments Are Managed? - AOL

   www.aol.com/finance/know-401-k-investments...

   A 3(38) fiduciary manages the 401(k)’s investment portfolio. They have the broadest scope of authority over the 401(k) plan because the 3(38) fiduciary is the individual or institution running ...

7. 529 plan vs. Roth IRA: Here’s how families can use both to ...

   www.aol.com/finance/529-plan-vs-roth-ira...

   In contrast, the Roth IRA lets you put away $7,000 (for 2024) for those under age 50, while those over 50 can save an additional $1,000 a year. The 529 plan can also be a useful vehicle for ...

8. PanAgora Asset Management - Wikipedia

   en.wikipedia.org/wiki/PanAgora_Asset_Management

   PanAgora Asset Management, Inc. PanAgora Asset Management (PanAgora) is an American investment management firm based in Boston. The firm is noted for its usage of quantitative analysis in its approach to investing. [2] [3] [4] It is a direct subsidiary of Great-West Lifeco and its ultimate parent is Power Financial. [5]

9. R. Jeffrey Orr - Wikipedia

   en.wikipedia.org/wiki/R._Jeffrey_Orr

   Empower Retirement (chairman) Putnam Investments (chairman) IGM Financial (chairman) IG Wealth Management (chairman) Mackenzie (chairman) PanAgora Asset Management; Orr is a Member of the Business Council of Canada. Honors and awards. Orr received the 2015 Ivey Business Leader Award from the Richard Ivey School of Business in London, Ontario.