System and method for setting up and managing retirement accounts of ETFs and index mutual funds

System and method for setting up and managing retirement accounts of ETFs and index mutual funds

A system and method uses a record keeping system, broker-dealer system and a bank system to provide retirement accounts that include one or more ETFs, or other index funds such as index mutual funds in one or more plans. An asset allocator defines the investment options under each plan.

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Bibliographische Detailangaben
Hauptverfasser: ERGH PAUL, BETTINGER, II WALTER W
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:A system and method uses a record keeping system, broker-dealer system and a bank system to provide retirement accounts that include one or more ETFs, or other index funds such as index mutual funds in one or more plans. An asset allocator defines the investment options under each plan.