Corporate Profile for 401K Forum, dated Aug. 15, 1997.--(BUSINESS WIRE)--The following Corporate Profile is available for inclusion in your files. News releases for this client are distributed by Business Wire and also become part of the leading databases and online services, including all of the leading Internet-based services. -0-
Published Date: 8/15/97
Company Name: 401k FORUM
Address: 625 3rd St.
San Francisco, CA 94107
Main Telephone
Number: 415/547-1120
Internet Home
Page Address
(URL): www.401kforum.com
Chief Executive
Officer: Drake Mosier
Chief Financial
Officer: Nilesh Lakhani
Investor Relations
Contact: Nilesh Lakhani
Business number: 415/547-1118
Public Relations
Contact: David A. Peckman, VP-Marketing
Business number: 415/547-1141
Industry: FINANCIAL SERVICES; INTERNET CONTENT PROVIDERS
Company description: 401k Forum, America's first online 401(k) participant investment advisory service, is a registered investment advisor Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in based in San Francisco San Francisco (săn frănsĭs`kō), city (1990 pop. 723,959), coextensive with San Francisco co., W Calif., on the tip of a peninsula between the Pacific Ocean and San Francisco Bay, which are connected by the strait known as the Golden , CA. 401k Forum provides customized investment advice and retirement planning Retirement financial planning refers to a collection of systems, methods, and processes which, in their aggregate, support a family unit's (client's) desire to achieve a state of financial independence, such that the need to be gainfully employed is optional. for individual 401(k) plan participants Plan participants Employees or other beneficiaries who are eligible to receive benefits from a company's employee benefit plan. . 401k Forum's web site (www.401kforum.com) allows employees of member companies to receive precise, fund-specific recommendations on how to invest their 401(k) contributions. The company offers professional, individualized in·di·vid·u·al·ize tr.v. in·di·vid·u·al·ized, in·di·vid·u·al·iz·ing, in·di·vid·u·al·iz·es 1. To give individuality to. 2. To consider or treat individually; particularize. 3. investment recommendations currently offered only by financial planners or advisors at a very high price. 401k Forum's proprietary software builds a personal profile for each individual and customizes answers based on each participant's knowledge, experience, risk comfort and objectives. The personal profile is password-protected and easily updated, so ongoing investment recommendations can be obtained and implemented in a matter of minutes A Matter of Minutes is an episode from the television series The New Twilight Zone. Cast
CONTACT: 401K Forum Inc. |
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