PLAN ANALYSIS SERVER SYSTEM AND METHOD

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20160189106A1
SERIAL NO

14971568

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Some embodiments include a plan analysis server system with a computing device that couples to a back-end database server including current plan data, and calculates an eligible employee total by counting the number of employees records in the current plan data. The operations also include totaling a plan asset size by summing account balances for all eligible employees, determining employees with non-zero deferral from the current plan data, and calculating a current participation rate by calculating the percentage of eligible employees with non-zero deferral. The current plan is displayed in a primary window as selected by the user from user input. The processor optionally processes a scenario display utilizing the eligible employee data and administrator input. The at least one scenario display is displayed as one or more layers on the current plan data and displayed in the primary window as selected by the user from the user input.

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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
Burmeister, Skyler Elkhorn, US 1 3
Fraungruber, Scott Grand Rapids, US 1 3
Mather, Dawn Huxley, US 1 3
Pewe, Julie Johnston, US 1 3
Pham, Thao Urbandale, US 15 54
Rippin, Ryan Urbandale, US 1 3
Zimmerman, Kurt Waukee, US 15 510

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