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  3. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.

  4. Unhappy customer: Why I finally took my business from ... - AOL

    www.aol.com/finance/unhappy-customer-why-finally...

    Had Vanguard not announced plans to sell its Individual 401(k)s, SIMPLE IRAs, and multi-participant SEP-IRAs to Ascensus, I wouldn’t have bothered to look for a fee lower than the minuscule 0.04%.

  5. Roth 401(k) - Wikipedia

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

    An employee's combined elective deferrals whether to a traditional 401(k), a Roth 401(k), or both cannot exceed the IRS limits for deferral of the traditional 401(k). Employers' matching funds are not included in the elective deferral cap but are considered for the maximum section 415 limit, which is $58,000 for 2021, or $64,500 for those age ...

  6. A complete guide to 401(k) retirement plans: What is a ... - AOL

    www.aol.com/finance/complete-guide-401-k...

    The 401(k) has two varieties: the traditional 401(k) and the Roth 401(k). Traditional 401(k): Employee contributions are made with pretax dollars, lowering your taxable income. Your contributions ...

  7. Should you contribute to a 401(k) over the age of 65? - AOL

    www.aol.com/news/2009-01-01-should-you...

    After deductions of 401K and taxes and utilities my take home pay is over $1,000.00 a month. I own my home. Question " How can I maximize my savings and pay off my debts?.

  8. Client portal - Wikipedia

    en.wikipedia.org/wiki/Client_portal

    A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients . [ 1 ]

  9. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

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