System and method for promoting informed use of a group retirement plan
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United States of America Patent
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N/A
Issued Date -
Nov 11, 2004
app pub date -
Mar 2, 2004
filing date -
Mar 3, 2003
priority date (Note) -
Abandoned
status (Latency Note)
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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.
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Family
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