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® 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 US2010235297(A1) 申请公布日期 2010.09.16
申请号 US20090402369 申请日期 2009.03.11
申请人 FIDUCIARY AUDIT SERVICES TRUST 发明人 MAMORSKY JEFFREY D.
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
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