System and methods for designing group retirement plans

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20010034684A1
SERIAL NO

09819318

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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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.

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Patent Owner(s)

Patent OwnerAddress
PRINCIPAL FINANCIAL SERVICES INC711 HIGH STREET DES MOINES IA 50392-0100

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Cushing, James K Des Moines, IA 1 35
Daugherty, Michael J Dunkerton, IA 2 156
Donnelly, Thomas J Des Moines, IA 4 134
Ellis, Angela M Norwalk, IA 3 111
Kelly, William J Ankeny, IA 17 1812
Kliegl, Patricia M Johnston, IA 3 111
Kohler, Kara M Johnston, IA 1 35
Prey, Richard L Clive, IA 1 35
Renken, Troy G Lindfield, AU 1 35

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