The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Aug. 13, 2013

Filed:

Jun. 18, 2010
Applicants:

Thomas R. Kmak, Olathe, KS (US);

Ronald B. Eisen, Portland, OR (US);

Edna O. Lacy, Placitas, NM (US);

Matthew A. Golda, Sherwood, OR (US);

Craig S. Rosenthal, Southbury, CT (US);

Inventors:

Thomas R. Kmak, Olathe, KS (US);

Ronald B. Eisen, Portland, OR (US);

Edna O. Lacy, Placitas, NM (US);

Matthew A. Golda, Sherwood, OR (US);

Craig S. Rosenthal, Southbury, CT (US);

Assignee:

Fiduciary Benchmarks, Inc., Portland, OR (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
Abstract

A system and method for comparing retirement plans against a selected group of similar plans is disclosed. In one embodiment, a computer system for evaluating a retirement plan comprises a computer server having a database comprising a plurality of data defining a plurality of characteristics of each of a plurality of retirement plans, software configured for identifying a subset of the plurality of retirement plans having characteristics comparable to characteristics of a selected retirement plan, software configured for permitting the selection of at least one report from a plurality of report types, and software configured for automatically generating the selected at least one report, where the at least one report comprises an evaluation of the characteristics of the selected retirement plan against the characteristics of the subset of the plurality of retirement plans.


Find Patent Forward Citations

Kmak, Thomas. (2013). System and method for evaluating defined contribution plans (U.S. Patent No. 8510198). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/8510198

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

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