RETIREMENT PLAN ADMINISTRATION SERVICES

Brand Owner (click to sort) Address Description
EFORMS CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 retirement plan administration services;
FIDELITY ADVISOR FMR 245 Summer Street Boston MA 02210 Retirement plan administration services; mutual fund investment services; financial investment services for financing higher education;as to ADVISOR;
MAXIMUMK FMR 245 Summer Street Boston MA 02210 Retirement plan administration services; fund investment services;
PERSONAL (K) SCUDDER TRUST COMPANY 50 A Northwestern Drive, Suite 109A Salem NH 03079 retirement plan administration services;PERSONAL;
SMART CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 retirement plan administration services;
THE CALIFORNIA KEOGH PLAN ARMER ASSOCIATES, INCORPORATED 2800 28TH ST. SUITE 333 SANTA MONICA CA 90405 RETIREMENT PLAN ADMINISTRATION SERVICES AND A PLAN DESIGNED FOR PROVDI NG EMPOLYEE BENEFITS;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.