Computer assisted and/or implemented process and architecture for customer account creation, maintenance and administration for an investment and/or retirement program

摘要

A computer program product, system or process administer or assist in the administration of resources of a customer for the benefit of a beneficiary. The process includes receiving a request from the customer to administer the resources in accordance with predetermined criteria, and storing customer related data associated with the customer. A network of service providers is formed to assist in the administration of the resources for the customer and provide a variety of economic and/or administrative features and benefits, using a computer.