James R Spaide

US Patent:

20040117202, Jun 17, 2004

Filed:

Aug 20, 2003

Appl. No.:

10/643995

Inventors:

Howard Winklevoss - Greenwich CT, US
James Spaide - New Canaan CT, US
Debbie Benner - Fairfield CT, US
Mark Tillman - Stamford CT, US
Martin Krone - Westport CT, US

Assignee:

Winklevoss Technologies, LLC

International Classification:

G06F017/60

US Classification:

705/001000

Abstract:

Methods and systems for calculating benefits for defined benefit plans can use a calculation module that receives a request to perform a benefit calculation. The calculation module may use information in the request to identify a system plan from a repository. The system plan may include provisions such as plan rules, formulas, and assumptions associated with a particular benefit plan. Plan providers may establish plan provisions using an expression language, validate the provisions, and load the provisions to the repository. The calculation module may access the system plan, perform benefit plan calculations according to the provisions and using stored benefit data, and generate an output for a user.

US Patent:

20040039667, Feb 26, 2004

Filed:

Aug 22, 2002

Appl. No.:

10/225853

Inventors:

Howard Winklevoss - Greenwich CT, US
James Spaide - New Canaan CT, US
Debbie Benner - Fairfield CT, US
Mark Tillman - Stamford CT, US
Mark Ruloff - Wilton CT, US
Steve Strake - Greenwich CT, US

Assignee:

WINKLEVOSS TECHNOLOGIES, L.L.C. - GREENWICH CT

International Classification:

G06F017/60

US Classification:

705/035000

Abstract:

There is provided a method for facilitating an evaluation of a financial aspect of a retirement benefit plan. The method includes determining a set of incremental values between a lower limit value and an upper limit value of a variable relating to the retirement benefit plan, calculating a liability value for each member of the set of incremental values, thus yielding a set of liability values, and storing the set of liability values. The set of liability values is made accessible to an analyzer that receives a hypothetical value for the variable and, based on the hypothetical value, uses a member of the set of liability values to determine a hypothetical liability for the retirement benefit plan.