Stephen M Fredlund, Age 5531465 Cedar Crest Trl, North Branch, MN 55056

Stephen Fredlund Phones & Addresses

North Branch, MN

Saint Paul, MN

Northern, MN

Minneapolis, MN

Cambridge, MN

Stanchfield, MN

31465 Cedar Crest Trl, North Branch, MN 55056 (651) 274-2886

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Work

Position: Service Occupations

Education

Degree: High school graduate or higher

Emails

Mentions for Stephen M Fredlund

Stephen Fredlund resumes & CV records

Resumes

Stephen Fredlund Photo 8

Principal Compensation Analyst At Medtronic Director At Our Response

Location:
Greater Minneapolis-St. Paul Area
Industry:
Medical Devices
Stephen Fredlund Photo 9

Stephen Fredlund

Publications & IP owners

Us Patents

Method And Tool For Retirement Income Management

US Patent:
2010026, Oct 21, 2010
Filed:
Jun 28, 2010
Appl. No.:
12/825206
Inventors:
Kenneth Alfred Dahlberg - St. Paul MN, US
Stephen Michael Fredlund - North Branch MN, US
Assignee:
THRIVENT FINANCIAL FOR LUTHERANS - Appleton WI
International Classification:
G06Q 40/00
US Classification:
705 36 R
Abstract:
The present invention is a method of monitoring a retirement income plan and managing retirement income through use of a retirement income planning tool. The retirement income planning tool is comprised of modules working together in order to facilitate planning, monitoring, management and generation of a retirement income plan. The projected assets are generated in response to the processing of financial data input into the retirement income planning tool in view of potential investment performance scenarios. The financial data input into the retirement income planning tool includes at least a customer's desired retirement income levels, assets level and retirement compensation levels. The retirement income plan is comprised of at least data representative of projected retirement compensation, asset levels and projected asset withdrawals. The retirement income planning tool compares a client's retirement compensation to the comprehensive retirement income levels desired in order to determine the level of asset withdrawals necessary to achieve the comprehensive retirement income levels. The method of monitoring includes guidelines for dynamic management and monitoring of retirement asset withdrawals and investments in order to facilitate retirement asset utilization over the life of the retirement income plan.

Method And Tool For Retirement Income Management

US Patent:
2008011, May 15, 2008
Filed:
Nov 13, 2006
Appl. No.:
11/598368
Inventors:
Kenneth Alfred Dahlberg - St. Paul MN, US
Stephen Michael Fredlund - North Branch MN, US
Assignee:
THRIVENT FINANCIAL FOR LUTHERANS - APPLETON WI
International Classification:
G06Q 40/00
US Classification:
705 36 R
Abstract:
The present invention is a method of monitoring a retirement income plan and managing retirement income through use of a retirement income planning tool. The retirement income planning tool is comprised of modules working together in order to facilitate planning, monitoring, management and generation of a retirement income plan. The projected assets are generated in response to the processing of financial data input into the retirement income planning tool in view of potential investment performance scenarios. The financial data input into the retirement income planning tool includes at least a customer's desired retirement income levels, assets level and retirement compensation levels. The retirement income plan is comprised of at least data representative of projected retirement compensation, asset levels and projected asset withdrawals. The retirement income planning tool compares a client's retirement compensation to the comprehensive retirement income levels desired in order to determine the level of asset withdrawals necessary to achieve the comprehensive retirement income levels. The method of monitoring includes guidelines for dynamic management and monitoring of retirement asset withdrawals and investments in order to facilitate retirement asset utilization over the life of the retirement income plan.

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