发明名称 METHOD OF DAILY RECONCILIATION OF PARTICIPANT BENEFITS FOR A DEFINED BENEFIT PLAN
摘要 A method and software for daily reconciling and monitoring of a defined benefit plan including plan assets and plan benefit liabilities. A data processor receives a daily plan asset value and automatically tracks a difference between the plan asset value and allowed benefit values for participants of the defined benefit plan. The method further includes automatic posting of the difference to a side account with the data processor.
申请公布号 US2013103610(A1) 申请公布日期 2013.04.25
申请号 US201113280016 申请日期 2011.10.24
申请人 STEVENSON JEFFREY W.;GROSSMAN RICHARD P.;KIM CHRISTOPHER D.;WOLLSCHEID JOSEPH M.;BERENDS JEFFREY J.;BECKER RICHARD A. 发明人 STEVENSON JEFFREY W.;GROSSMAN RICHARD P.;KIM CHRISTOPHER D.;WOLLSCHEID JOSEPH M.;BERENDS JEFFREY J.;BECKER RICHARD A.
分类号 G06Q40/06 主分类号 G06Q40/06
代理机构 代理人
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