TEN NINETY NINE RETIREMENT

Brand	Owner	Address	Description
1099RETIREMENT	MILLENNIUM TRUST COMPANY	2001 Spring Road, Suite 700 Oak Brook IL 60523	TEN NINETY NINE RETIREMENT; ONE THOUSAND NINETY NINE RETIREMENT; ONE ZERO NINE NINE RETIREMENT;Financial services, namely, custodian services, complementary custodian services and advisor support services including retirement investment accounts and savings services consisting of individual retirement account service, administration and support of self-directed retirement accounts for participants with respect to mutual fund investments for others; securities trading for others, and related investing, administration and support services for such participants' retirement accounts;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

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.