RETIREMENT PLAN SERVICES

Brand Owner (click to sort) Address Description
COLORS SIMPLIFY INVESTING Marshall, James F. W210 N11145 Mountbrooke Dr. Germantown WI 53022 Retirement plan services, namely, administrative services for and advice with respect to retirement plans, including 401k plans;
FIDUCIARY CHOICE ASPire Financial Services 150 Second Avenue North, Suite 1450 St. Petersburg FL 33701 Retirement plan services, namely, fiduciary, compliance, custodial, and record keeping services to retirement plans;FIDUCIARY;
OPEN MARKET SMITH BARNEY INC. 388 Greenwich Street New York NY 10013 retirement plan services, namely a brokerage account;MARKET;
SAVINGS INFOLINE Louis Kravitz & Associates, Inc. 15760 Ventura Boulevard, Suite 910 Encino CA 91436 retirement plan services, namely providing access to 401(k) and other retirement plan via the telephone;
SCHWAB INDEX ADVANTAGE CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 Retirement plan services, namely, investment, brokerage, plan administration and recordkeeping services;INDEX;
SURE401K SUREPAYROLL, INC. 911 Panorama Trail Rochester NY 14625 retirement plan services, namely, management and administration of retirement plans;SURE 401K;
SURESOLO(K) SUREPAYROLL, INC. 911 Panorama Trail Rochester NY 14625 retirement plan services; management and administration of retirement plans;SURE SOLO (K);
VANGUARD CALCULADOR DE AHORROS The Vanguard Group, Inc. 100 Vanguard Blvd. Malvern PA 19355 Retirement plan services, namely, investment brokerage, mutual fund investment services, and administration of retirement plans;The English translation of Calculador De Ahorros in the mark is savings calculator.;CALCULADOR DE AHORROS;
VANGUARD SAVINGS ESTIMATOR VANGUARD GROUP, INC., THE 100 Vanguard Blvd. Malvern PA 19355 Retirement plan services, namely, investment brokerage, mutual fund investment services, and administration of retirement plans;SAVINGS ESTIMATOR;
 

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.