RETIREMENT PLAN FIDUCIARY COMPLIANCE SERVICES

Brand	Owner (click to sort)	Address	Description
E-VAULT	Fidant Solutions	200 Stanton Blvd, Suite 100 Steubenville OH 43952	Retirement plan fiduciary compliance services being regulatory compliance consulting in the field of retirement plans, and regulatory compliance consulting in the field of retention of retirement plan fiduciary compliance electronic documents, excluding computer data backup and recovery services;Platform as a service featuring computer software platforms for online document identification, archiving, and retention of electronic documents for purposes of retirement plan fiduciary compliance, excluding computer data backup and recovery services;
FIDANT SOLUTIONS	Fidant Solutions	200 Stanton Blvd, Suite 100 Steubenville OH 43952	Retirement plan fiduciary compliance services being regulatory compliance consulting in the field of retirement plans;SOLUTIONS;
	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.