Robert Stephen Mathews

US Patent:

20170011462, Jan 12, 2017

Filed:

Jul 8, 2016

Appl. No.:

15/206048

Inventors:

- Des Moines IA, US
Carmen BROWN - Ankeny IA, US
Noelle FOX - Waukee IA, US
Randal MAIFELD - Pella IA, US
Robert MATHEWS - Des Moines IA, US
Bobbi PERKINS - Adel IA, US
Carrie STOUT - Pleasant Hill IA, US

International Classification:

G06Q 40/06

Abstract:

Some embodiments include a system and method of a guaranteed income including execution of a browser program to deliver pension plan financial content on a local or consumer device, and displaying at an option of a financial structure of a financial portfolio. The financial portfolio includes an allocation to an investment option selectable as part of a pension. Some embodiments include coupling to an investment database including pre-modeling investment data, and to a third-party source of financial models based on the pre-modeling investment data. The operations include calculating and displaying a pension glide path option or scenario including a representation of how the financial portfolio will be managed over time based on the financial models. Purchase cost options are calculated based on a user's target date input, and a guaranteed income pension is calculated based on the financial models, the target date, and/or a user's purchase selection.