Angela K Ellis

US Patent:

20010037276, Nov 1, 2001

Filed:

Apr 2, 2001

Appl. No.:

09/824329

Inventors:

William Kelly - Ankeny IA, US
Stacie Franklin - West Des Moines IA, US
Susie Thomann - Urbandale IA, US
Angela Ellis - Norwalk IA, US
Eric Hays - Urbandale IA, US
Patricia Kliegl - Johnston IA, US

International Classification:

G06F017/60

US Classification:

705/036000

Abstract:

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.

US Patent:

20060080200, Apr 13, 2006

Filed:

Jul 20, 2005

Appl. No.:

11/186640

Inventors:

David Ashton - Ankeny IA, US
Michael Beer - West Des Moines IA, US
Christopher Bowman - Urbandale IA, US
Sheri Hasan - Waukee IA, US
Kent Hinders - Des Moines IA, US
Debra Kleppe - Urbandale IA, US
Paul Knake - Polk City IA, US
Beth Krakau - West Des Moines IA, US
Bobbi Perkins - Adel IA, US
Jerry Ripperger - Urbandale IA, US
Jeffrey Van Baale - Ankeny IA, US
William Kelly - Ankeny IA, US
Stacie Franklin - West Des Moines IA, US
Susie Thomann - Urbandale IA, US
Angela Ellis - Norwalk IA, US
Eric Hays - West Des Moines IA, US
Patricia Kliegl - Johnston IA, US

International Classification:

G06Q 40/00

US Classification:

705035000

Abstract:

Methods and system of providing benefit plan administration. A method of providing benefit plan administration to a first sponsor having at least one participant enrolled in a benefit plan can include electronically receiving benefit plan information from the first sponsor, electronically providing benefit plan information to the first sponsor, and electronically providing benefit plan information to the at least one participant.

US Patent:

20010034684, Oct 25, 2001

Filed:

Mar 28, 2001

Appl. No.:

09/819318

Inventors:

James Cushing - Des Moines IA, US
Michael Daugherty - Dunkerton IA, US
Thomas Donnelly - Des Moines IA, US
Angela Ellis - Norwalk IA, US
Patricia Kliegl - Johnston IA, US
William Kelly - Ankeny IA, US
Kara Kohler - Johnston IA, US
Richard Prey - Clive IA, US
Troy Renken - Lindfield, AU

International Classification:

G06F017/60

US Classification:

705/035000

Abstract:

The invention includes a new method and system for designing group retirement plans. The method and system merge a prospective plan sponsor's business objectives and needs with a business logic component for plan design. Based upon information collected from the plan sponsor, the business logic component designs a suitable group retirement plan. The present invention generally eliminates the need for a sales representative in retirement plan design.