RETIREMENT PLAN SERVICES EMPLOYERS

Brand	Owner (click to sort)	Address	Description
401(K) CUSTOM	CNA FINANCIAL CORPORATION	151 N. Franklin St. Chicago IL 60606	RETIREMENT PLAN SERVICES FOR EMPLOYERS;
AVANTAX RETIREMENT PLAN SERVICES	BLUCORA, INC.	3200 Olympus Blvd. Suite 100 Dallas TX 75019	Retirement plan services for employers, namely, financial administration of customized employee retirement plans; investment management; providing financial retirement plan consulting services to employers on designing and administering an employee retirement plan; financial administration of retirement plans, namely, administering employee enrollment, determining plan eligibility, monitoring payroll contribution, processing participant loans, processing participant withdrawals, preparing tax reports, and performing vesting calculations, account valuations, and profit-sharing and employer match contributions;RETIREMENT PLAN SERVICES;
	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.