发明名称 FINANCIAL ARRANGEMENT TO SUPPORT IMPLEMENTATION OF A RETIREMENT MEDICAL PROGRAM OR TO PROTECT A USERS FUTURE MEDICAL NEEDS
摘要 A method for providing a financial product that permits monies dedicated to a medical sub-account within a Dual-Purpose Profit Sharing plan (DPPSP) to maintain compliance with relevant IRS Tax Code provisions. The method comprising the steps of: establishing a document (MEDVAN) with provisions that maintain compliance with relevant IRS Tax Code provisions; add a provision to the document that assures all employer contributions made on behalf of the employee to the employee benefit plan are fully non-forfeitable; add a provision to the document that assures that all benefit payments to the primary and listed beneficiaries are exclusively for medical care; issue the MEDVAN to an employee benefit plan in exchange for a premium; and process payment requests from the MEDVAN based upon the medical needs of at least one employee listed as a beneficiary.
申请公布号 US2008103840(A1) 申请公布日期 2008.05.01
申请号 US20080969377 申请日期 2008.01.04
申请人 LUEDTKE TIMOTHY J 发明人 LUEDTKE TIMOTHY J.
分类号 G06Q40/00 主分类号 G06Q40/00
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