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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| creator | ERGH PAUL BETTINGER, II WALTER W |
| description | 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. |
| format | Patent |
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| subjects | 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 |
| title | System and method for setting up and managing retirement accounts of ETFs and index mutual funds |
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