Deborah W Tezak

US Patent:

20040225548, Nov 11, 2004

Filed:

Mar 2, 2004

Appl. No.:

10/792542

Inventors:

Roberta Aldrich - Downington PA, US
Monica Kirgan - Polk City IA, US
James Aldridge - Des Moines IA, US
Lisa Fritz - Urbandale IA, US
Mark Glavin - Mercer Island WA, US
Carl Moore - Des Moines IA, US
Jack Stewart - Ankeny IA, US
Deborah Tezak - Des Moines IA, US
Scott Heidesch - Johnston IA, US

Assignee:

PRINCIPAL FINANCIAL SERVICES, INC. - Des Moines IA

International Classification:

G06F017/60

US Classification:

705/008000

Abstract:

A system and method for encouraging or promoting proper and/or informed use of group retirement plans is disclosed. In one aspect, the present invention is used to identify the need for changes in plan use or administration and provide appropriate solutions for encouraging or promoting the changes. An assessment tool is used to collect information regarding characteristics associated with group retirement plan. Based on this assessment, areas in need of change are identified, and areas in need of change and appropriate solutions are prioritized.