| 摘要 |
A computer-implemented method for managing a plurality of 401(k) accounts comprises the step of transmitting data configured to generate at least one graphical user interface comprising selectable options configured to facilitate a user to create an investment model for the plurality of 401(k) accounts, wherein the created investment model comprises a plurality of securities and, for each security of the plurality of securities, a target percentage. The method further includes the step of automatically initiating investments at predetermined intervals for each 401(k) account of the plurality of 401(k) accounts based at least partially on the investment model, wherein each investment is based at least partially on the target percentage of a corresponding security, such that an allocation of assets for each 401(k) account of the plurality of 401(k) accounts is rebalanced according to the target percentage for each security. A system for performing the method is also disclosed. |
| 主权项 |
1. A computer-implemented method for managing a plurality of 401(k) accounts, comprising:
transmitting, to a user computer, data configured to generate at least one graphical user interface comprising selectable options configured to facilitate a user to create an investment model for the plurality of 401(k) accounts, wherein the created investment model comprises a plurality of securities and, for each security of the plurality of securities, a target percentage; receiving, from the user computer, data representing the created investment model; storing the data representing the investment model in at least one data storage unit; automatically initiating investments, with at least one processor, at a predetermined interval for each 401(k) account of the plurality of 401(k) accounts based at least partially on the investment model, wherein each investment is based at least partially on the target percentage of a corresponding security, such that an allocation of assets for each 401(k) account of the plurality of 401(k) accounts is rebalanced according to the target percentage for each security; receiving, from the user computer, modifications to the investment model resulting in a modified investment model; automatically initiating investments for each 401(k) account, with at least one processor, based at least partially on the modified investment model; generating, with at least one processor, at least one report based at least partially on the investments; and making the created investment model available via a collective investment fund structure external to the plurality of 401(k) accounts. |
