RETIREMENT PLAN FINANCIAL SERVICES

Brand Owner (click to sort) Address Description
ENTERPRISE CHOICE T. ROWE PRICE GROUP, INC. 100 East Pratt Street Baltimore MD 21202 Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts;ENTERPRISE;
ESSENTIAL CHOICE T. ROWE PRICE GROUP, INC. 100 East Pratt Street Baltimore MD 21202 Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts;
FOCUS CHOICE T. ROWE PRICE GROUP, INC. 100 East Pratt Street Baltimore MD 21202 Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts;
TAILORED CHOICE T. ROWE PRICE GROUP, INC. 100 East Pratt Street Baltimore MD 21202 Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts;
 

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.