发明名称 SYSTEM AND METHOD FOR MONITORING FIDUCIARY COMPLIANCE WITH EMPLOYEE RETIREMENT PLAN GOVERNANCE REQUIREMENTS
摘要 An employee retirement plan Fiduciary Audit® 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, (2) a Service Provider level, and a (3) Retirement Plan level.
申请公布号 WO2010104545(A3) 申请公布日期 2010.11.25
申请号 WO2009US69962 申请日期 2009.12.31
申请人 FIDUCIARY AUDIT SERVICES TRUST;MAMORSKY, JEFFREY 发明人 MAMORSKY, JEFFREY
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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