GUARANTEED INCOME SYSTEM AND METHOD

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20170011462A1
SERIAL NO

15206048

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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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.

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Patent Owner(s)

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

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
ANLIKER, Alyse Urbandale, US 1 9
BROWN, Carmen Ankeny, US 2 9
FOX, Noelle Waukee, US 1 9
MAIFELD, Randal Pella, US 1 9
MATHEWS, Robert Des Moines, US 20 927
PERKINS, Bobbi Adel, US 1 9
STOUT, Carrie Pleasant Hill, US 1 9

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