Christine M Caldwell

US Patent:

20060095307, May 4, 2006

Filed:

Nov 1, 2004

Appl. No.:

10/979745

Inventors:

Jeffrey Stevenson - Prospect Heights IL, US
Jeffrey Berends - Sedalia CO, US
Christopher Kim - Littleton CO, US
Peter Berg - San Francisco CA, US
Christine Caldwell - Los Angeles CA, US
Kay Fleischer - Chicago IL, US
Trey Hickman - St. Paul MN, US

International Classification:

G06F 9/44

US Classification:

705007000

Abstract:

A computer-implemented method of establishing and maintaining a defined benefit plan for a party. A user interface is associated with a computer system for requesting and receiving employment information from the party through the user interface. The computer system automatically determines an eligibility of the party for the defined benefit plan using the employment information. Demographic information and economic information from the party is requested and received through the user interface. The computer system automatically determines a current year maximum contribution for the defined benefit plan using the demographic information and the economic information. The computer system automatically structures the defined benefit plan from the current year maximum contribution for the party. The computer system automatically generates at least one application file for the defined benefit plan. The method and system of this invention provide for on-going, automated maintenance of the defined benefit plan through the user interface.

US Patent:

20060095316, May 4, 2006

Filed:

Nov 1, 2004

Appl. No.:

10/979080

Inventors:

Jeffrey Stevenson - Prospect Heights IL, US
Jeffrey Berends - Sedalia CO, US
Christopher Kim - Littleton CO, US
Peter Berg - San Francisco CA, US
Christine Caldwell - Los Angeles CA, US
Kay Fleischer - Chicago IL, US
Trey Hickman - St. Paul MN, US

International Classification:

G06F 17/60

US Classification:

705011000

Abstract:

A computer-implemented method of establishing and maintaining a defined benefit plan for a party. A user interface is associated with a computer system for requesting and receiving employment information from the party through the user interface. The computer system automatically determines an eligibility of the party for the defined benefit plan using the employment information. Demographic information and economic information from the party is requested and received through the user interface. The computer system automatically determines a current year maximum contribution for the defined benefit plan using the demographic information and the economic information. The computer system automatically structures the defined benefit plan from the current year maximum contribution for the party. The computer system automatically generates at least one application file for the defined benefit plan. The method and system of this invention provide for on-going, automated maintenance of the defined benefit plan through the user interface.