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2. Ascensus - Wikipedia

   en.wikipedia.org/wiki/Ascensus

   Number of employees. 5,500 (2023 [2]) Website. www .ascensus .com. 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 ...

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4. How to find an old 401(k) account: Best ways to track down ...

   www.aol.com/finance/old-401-k-account-best...

   Track down old 401 (k) plan statements. The first thing you can do to find money held in forgotten 401 (k) accounts is to go through old plan statements you may have. The statements could have ...

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

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

   I’m taking my Individual 401 (k) away from Vanguard now because next month it’s selling many of its small-business retirement accounts, including mine, to a company called Ascensus, LLC. I ...

6. Merrill Lynch & Co. - Wikipedia

   en.wikipedia.org/wiki/Merrill_Lynch_&_Co.

   Merrill Lynch & Co., formally Merrill Lynch, Pierce, Fenner & Smith Incorporated, was a publicly-traded American investment bank that existed independently from 1914 until January 2009 before being acquired by Bank of America and rolled into BofA Securities . The firm engaged in prime brokerage and broker-dealer activities and was headquartered ...

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8. Fidelity Investments - Wikipedia

   en.wikipedia.org/wiki/Fidelity_Investments

   Abigail Johnson & family (49%) Current & former employees (51%) Number of employees. 74,000 (2023) [ 3] Website. www .fidelity .com. Fidelity Investments, formerly known as Fidelity Management & Research ( FMR ), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one ...

9. No 401(k)? No Problem. 3 Retirement Accounts That Can Help ...

   www.aol.com/no-401-k-no-problem-070000018.html

   Traditional IRA contribution limits are much lower than 401(k) limits -- $7,000 in 2024 for IRAs compared to $23,000 for 401(k)s if you're under 50, or $8,000 and $30,500 for those 50 and older.