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  2. Dimensional Fund Advisors - Wikipedia

    en.wikipedia.org/wiki/Dimensional_Fund_Advisors

    Dimensional Fund Advisors, L.P. (branded Dimensional abbreviated DFA [3]) is a privately-owned investment firm headquartered in Austin, Texas.Dimensional was founded in Brooklyn [4] in 1981 by David Booth, Rex Sinquefield and Larry Klotz.

  3. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    The firm was founded in 1937 by George Putnam, who established one of the first balanced mutual funds: The George Putnam Fund of Boston. Lawrence Lasser joined the company in 1969, and it became "one of the largest managers of mutual funds."

  4. 401(k) - Wikipedia

    en.wikipedia.org/wiki/401(k)

    This pre-tax option is what makes 401(k) plans attractive to employees, and many employers offer this option to their (full-time) workers. 401(k) payable is a general ledger account that contains the amount of 401(k) plan pension payments that an employer has an obligation to remit to a pension plan administrator.

  5. Jackson National Life - Wikipedia

    en.wikipedia.org/wiki/Jackson_National_Life

    4,800 (2015) Subsidiaries: Jackson National Life Insurance Company of New York; Jackson National Asset Management, LLC; Jackson National Life Distributors LLC; Brooke Life Insurance; PPM America, Inc.; Curian Capital, LLC; Life of Georgia; Securities of Denver Insurance; PGDS (US One); ,Jackson Charitable Foundation Inc.

  6. First Command Financial Services - Wikipedia

    en.wikipedia.org/wiki/First_Command_Financial...

    As of December 31, 2019, First Command had 178 offices worldwide, with 487 Financial Advisors serving 280,173 client families with $30.0 billion in managed accounts and mutual funds, and $60.2 billion in life insurance coverage in force. 84 percent of First Command’s Financial Advisors were veterans or military spouses, and 74% of client ...

  7. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    Eddie was the lead and central character in the marketing campaign of the Principal Financial Group from 2005 to 2015. Eddie's television and print ads often depicted him facing challenges and using the Principal Edge logo to solve his financial, business, and everyday life problems.

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