Abstract: A system and method of managing tax-deferred retirement accounts that enable the participants to invest in exchange traded funds (ETFs) and to forecast and intelligently plan for their retirement savings needs. The system and method preferably allow each participant to select an asset allocation model pursuant to which their investments will be managed and periodically rebalance the portfolio of each participant based on the selected asset allocation model.
Abstract: A system and method of managing tax-deferred retirement accounts that enable the participants to invest in exchange traded funds (ETFs) and to forecast and intelligently plan for their retirement savings needs. The system and method preferably allow each participant to select an asset allocation model pursuant to which their investments will be managed and periodically rebalance the portfolio of each participant based on the selected asset allocation model.
Abstract: A system and method of managing tax-deferred retirement accounts may allow a plurality of participants to invest in a portfolio having a plurality of exchange traded funds (ETFs) according to an asset allocation model. The system and method may use at least one regular contribution to selectively buy at least one underweighted exchange traded fund to cause a participant's portfolio to more closely conform to the asset allocation model. The system and method may allow a plurality of participants to conduct calculations of estimated retirement savings based on a plurality of parameters.