发明名称 System and method for monitoring fiduciary compliance with employee retirement plan governance requirements
摘要 <p>An employee retirement plan Fiduciary AuditTM and Pension GovernanceTM questionnaire development, implementation, and reporting system which includes the following interrelated and interdependent web based processes: (1) question and related support development and distribution, (2) organization of questions into questionnaires, (3) assignment of people resources involved, and 4) production and distribution of reports to present findings. The processes occur interactively at three levels: (1) a Master Program level 210, (2) a Service Provider level 220, and a (3) Retirement Plan level 230.</p>
申请公布号 GB2527687(A) 申请公布日期 2015.12.30
申请号 GB20150015476 申请日期 2009.12.31
申请人 FIDUCIARY AUDIT SERVICES TRUST 发明人 JEFFREY MAMORSKY
分类号 G06Q40/08;G06Q10/00;G06Q40/06 主分类号 G06Q40/08
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