RETIREMENT PLAN CONSULTING

Brand	Owner (click to sort)	Address	Description
IC(K)P	THE RETIREMENT ADVISOR UNIVERSITY, INC.	4514 Main Street, Suite 1036 Jupiter FL 33458	Retirement plan consulting, management and servicing;The certification mark, intended to be used by persons authorized by the certifier, is intended to certify that the services provided have met established educational requirements for knowledge and competency in the institutional defined contribution industry.;
THE (K)LARITY GROUP	GREENSPRING WEALTH MANAGEMENT, INC.	501 Fairmount Avenue, Suite 102 Towson MD 21286	Retirement plan consulting;THE CLARITY GROUP;GROUP;
THE (K)LARITY GROUP	The Klarity Group, Inc.	Suite 3 598 South Milledge Avenue Athens GA 30605	Retirement plan consulting;THE CLARITY GROUP;GROUP;
	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.