METHOD AND SYSTEM FOR CONSISTENT VALIDATION, TRACKING AND RETIREMENT GUIDANCE

摘要

A computer system generally concerning systems, methods and apparatus related to financial management and reporting including a data storage device comprising participants, acceptable risk, accounts, financial vehicles, assets, income streams, funds, fiduciaries, sponsors, and administrators data and criteria, service items, notification, communication and history. The system is designed to receive information comprising participant data, including investment risk criteria, investment information, participant assets, anticipated income streams and produce multiple outputs dependent on factors comprising future applied criteria such as goal dates, inflation, expected contribution rates so as to assist in selection of appropriate financial vehicles for long-term retirement savings, document the available alternatives, participant information, risk attributes, information received and projections, facilitate required communications, educational opportunities and document users interactions and selections. The system is designed to facilitate compliance, document compliance and evaluate compliance with fiduciary duties and related matters.