RETIREMENT PLAN ADMINISTRATION

Brand	Owner (click to sort)	Address	Description
501K	New York Life Insurance Company	51 Madison Avenue New York NY 10010	Retirement plan administration; retirement plan administration in connection with employee deferred compensation plans; investment management; investment management of retirement funds; financial consultation in regard to retirement funds and investments of such funds; financial analysis and consulting services; financial planning services; investment advisory services; mutual fund investment services; fund investment consultation;
PENSIONSOURCE	PensionSource Corporation	Suite 210 10900 183rd Street Cerritos CA 907035348	Retirement plan administration, financial management and record keeping services in connection with qualified and non-qualified benefit plans;PENSION SOURCE;
	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.