SYSTEMS AND METHODS FOR DETERMINING AN EARNINGS PORTION OF A DISTRIBUTION FROM A 529 PLAN

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United States of America Patent

APP PUB NO 20150187009A1
SERIAL NO

14492855

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A method for determining an earnings portion of a distribution from a 529 plan. The method includes receiving information associated with a plurality of 529 plan accounts, identifying related 529 plan accounts, aggregating the information for related 529 plan accounts, and determining an earnings portion of a distribution from at least one of the 529 plan accounts.

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Patent Owner(s)

Patent OwnerAddress
THE BANK OF NEW YORK MELLON225 LIBERTY STREET NEW YORK NY 10286

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Anderson, Bryan E Milford, US 8 2
Calderara, Timothy B Cranston, US 8 2
Gauntt, David M Portsmouth, US 17 227
Geraghty, Sara Marlborough, US 8 2
Kuharich, Erica Holliston, US 8 2
Pandhare, Mohan N N. Chelmsford, US 8 2
Sanders, Alexandra S Charlton, US 8 2
Townsend, Luther Merrimack, US 8 2

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