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  2. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    In 2019, Principal purchased Wells Fargo's institutional retirement and trust business (including 401k, pension, executive deferred compensation, employee stock ownership plans and asset advice business) for $1.2 billion.

  3. Comparison of 401(k) and IRA accounts - Wikipedia

    en.wikipedia.org/wiki/Comparison_of_401(k)_and...

    This is a comparison between 401(k), Roth 401(k), and Traditional Individual Retirement Account and Roth Individual Retirement Account accounts, four different types of retirement savings vehicles that are common in the United States

  4. PITI - Wikipedia

    en.wikipedia.org/wiki/PITI

    PITI must come directly from one of the borrower's seasoned asset accounts that can be verified. Acceptable verifiable accounts include VODs (Verification of Deposit), checking accounts, savings accounts, 401k and other retirement plans, and stocks. Each bank or lender's asset and reserve requirements will vary.

  5. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

  6. Roth IRA - Wikipedia

    en.wikipedia.org/wiki/Roth_IRA

    A Roth IRA is an individual retirement account (IRA) under United States law that is generally not taxed upon distribution, provided certain conditions are met. The principal difference between Roth IRAs and most other tax-advantaged retirement plans is that rather than granting a tax reduction for contributions to the retirement plan, qualified withdrawals from the Roth IRA plan are tax-free ...

  7. Thrift Savings Plan - Wikipedia

    en.wikipedia.org/wiki/Thrift_Savings_Plan

    The Thrift Savings Plan (TSP) is a defined contribution plan for United States civil service employees and retirees as well as for members of the uniformed services.As of December 31, 2020, TSP has approximately 6.2 million participants (of which approximately 3.8 million are actively participating through payroll deductions), and more than $735.2 billion in assets under management; it is the ...

  8. Wellington Management Company - Wikipedia

    en.wikipedia.org/wiki/Wellington_Management_Company

    In 2013 and 2014 Wellington's Retirement and Pension plan was named one of the best 401K plans by BrightScope. Wellington Management was named one of the leading Pan-European fund management firms in the 2014 Thomson Reuters Extel awards. Jean Hynes was listed among Barron's 100 Most Influential Women in U.S. Finance in March 2020.

  9. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK.