发明名称 System and methods for group retirement plan administration
摘要 The invention includes a method of providing group retirement plan administrative services to one or more sponsors, at least one sponsor having one or more participants enrolled in a retirement plan, the method comprising electronically receiving contribution information from a sponsor, automatically updating a provider database based on the contribution information received from a sponsor; electronically providing account information to at least one sponsor; and electronically providing account information to at least one participant. The invention further provides for electronically transferring electronic funds between at least one account associated with a sponsor and at least one account associated with a provider.
申请公布号 AU5316701(A) 申请公布日期 2001.10.23
申请号 AU20010053167 申请日期 2001.04.05
申请人 PRINCIPAL FINANCIAL GROUP 发明人 WILLIAM J. KELLY JR.;STACIE FRANKLIN;KAREN S. THOMANN;ANGELA M. ELLIS
分类号 G06Q40/02;G06Q40/06 主分类号 G06Q40/02
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