United Services Automobile Association (usaa)

Aaron David Bend

Ryan James Fillinger

Steven Wayne Meier, Jr

George Charles MacNair

Christopher Michael Stegge

Patrick Anthony Terrell

Dennis Michael Berry, Jr

John Richard Camacho

Kenneth James Havens

Brent Myron Merryman

Aubrey Lawrence Bordovsky

Michelle Lynn Easton

Alfa Marie Ramirez

Marcus David Saenz

Micky Chamberlain Reeves

Devin Michael Becker

Donna Ray Molinar

Timothy Ray Lamb

A self-service distribution system and method to request a withdrawal of funds from tax-deferred accounts (i.e., a distribution), such as individual retirement accounts (IRAs). The system may retrieve information about a participant's age and type of account from which a distribution is requested. A series of checks defined by rules and regulations that apply to tax-deferred accounts may be run against participant and account information retrieved by the system. A sequence of user interfaces may present information and warnings, such as tax consequences of the distribution, to the guide the participant. The participant may request distributions having a certain frequency, amount, and timing through the presented user interfaces. After all of the information is entered to initiate the distribution, a verification page is presented such that the participant may confirm the enter information is correct. Upon submitting the request, a confirmation is presented.

Systems and methods for administering self-service mutual fund and IRA distributions to participants

A calendar may be provided to a user via a computing device and may provide a schedule of availability of one or more advisors for a call with the user. The user may schedule a call with a particular advisor or an advisor having expertise in a particular subject area, such as life insurance, annuities, savings accounts, credit cards, financial and retirement planning, etc. When the user requests a call with an advisor in a particular subject area, the calendar may show a composite of availabilities of the various advisors having expertise in a particular subject area or are associated with a particular subject area group. The user may schedule a call, modify or cancel an existing scheduled call, and provide information pertaining to a call request or scheduled call, for example, via the user computing device.

Systems and methods for call scheduling

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San Antonio, TX, United States of America

Aaron David Bend