发明名称 System and method for evaluating defined contribution plans
摘要 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.
申请公布号 US8510198(B2) 申请公布日期 2013.08.13
申请号 US20100819079 申请日期 2010.06.18
申请人 KMAK THOMAS R.;EISEN RONALD B.;LACY EDNA O.;GOLDA MATTHEW A.;ROSENTHAL CRAIG S.;FIDUCIARY BENCHMARKS, INC. 发明人 KMAK THOMAS R.;EISEN RONALD B.;LACY EDNA O.;GOLDA MATTHEW A.;ROSENTHAL CRAIG S.
分类号 G06Q40/00 主分类号 G06Q40/00
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