AU2001249466A1 - System and methods for designing group retirement plans - Google Patents

System and methods for designing group retirement plans

Info

Publication number
AU2001249466A1
AU2001249466A1 AU2001249466A AU4946601A AU2001249466A1 AU 2001249466 A1 AU2001249466 A1 AU 2001249466A1 AU 2001249466 A AU2001249466 A AU 2001249466A AU 4946601 A AU4946601 A AU 4946601A AU 2001249466 A1 AU2001249466 A1 AU 2001249466A1
Authority
AU
Australia
Prior art keywords
methods
retirement plans
group retirement
designing
designing group
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001249466A
Inventor
James K. Cushing
Michael J. Daugherty
Thomas J. Donnelly
Angela M. Ellis
William J. Kelly Jr.
Patricia M. Kliegl
Kara M. Kohler
Richard L. Prey
Troy G. Renken
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Principal Financial Services Inc
Original Assignee
Principal Financial Services Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Principal Financial Services Inc filed Critical Principal Financial Services Inc
Publication of AU2001249466A1 publication Critical patent/AU2001249466A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
AU2001249466A 2000-03-29 2001-03-27 System and methods for designing group retirement plans Abandoned AU2001249466A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US19283300P 2000-03-29 2000-03-29
US60192833 2000-03-29
PCT/US2001/009672 WO2001073658A2 (en) 2000-03-29 2001-03-27 System and methods for designing group retirement plans

Publications (1)

Publication Number Publication Date
AU2001249466A1 true AU2001249466A1 (en) 2001-10-08

Family

ID=22711211

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001249466A Abandoned AU2001249466A1 (en) 2000-03-29 2001-03-27 System and methods for designing group retirement plans

Country Status (4)

Country Link
US (1) US20010034684A1 (en)
AR (1) AR027736A1 (en)
AU (1) AU2001249466A1 (en)
WO (1) WO2001073658A2 (en)

Families Citing this family (26)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7809642B1 (en) 1998-06-22 2010-10-05 Jpmorgan Chase Bank, N.A. Debit purchasing of stored value card for use by and/or delivery to others
US6615189B1 (en) 1998-06-22 2003-09-02 Bank One, Delaware, National Association Debit purchasing of stored value card for use by and/or delivery to others
US8793160B2 (en) 1999-12-07 2014-07-29 Steve Sorem System and method for processing transactions
US10482476B2 (en) 2000-04-12 2019-11-19 Steve Morsa Non-abstract devices, systems, and processes for the display and furnishing of tangible benefits
US9576293B2 (en) * 2000-04-12 2017-02-21 Steve Morsa Method and apparatus for the furnishing of benefits information and benefits
US7860789B2 (en) 2001-07-24 2010-12-28 Jpmorgan Chase Bank, N.A. Multiple account advanced payment card and method of routing card transactions
US8020754B2 (en) * 2001-08-13 2011-09-20 Jpmorgan Chase Bank, N.A. System and method for funding a collective account by use of an electronic tag
US20030187694A1 (en) * 2002-03-27 2003-10-02 Rowen Thomas R. Electronic system and graduated method for converting defined benefit group health & welfare benefit plans to individual defined contribution coverage
WO2003083619A2 (en) 2002-03-29 2003-10-09 Bank One, Delaware, N.A. System and process for performing purchase transaction using tokens
US8644466B1 (en) 2002-07-08 2014-02-04 Veridicom, Sa De Cv Interjurisdictional recording mechanism
US7809595B2 (en) 2002-09-17 2010-10-05 Jpmorgan Chase Bank, Na System and method for managing risks associated with outside service providers
US7155407B2 (en) * 2002-11-14 2006-12-26 Rolloversystems, Inc. Account management systems and methods
US20040117202A1 (en) * 2002-12-17 2004-06-17 Winklevoss Technologies, Llc Method and system for determining benefits
US20040225548A1 (en) * 2003-03-03 2004-11-11 Principal Financial Services, Inc. System and method for promoting informed use of a group retirement plan
US8626642B2 (en) * 2003-08-22 2014-01-07 Compucredit Intellectual Property Holdings Corp. Iii System and method for dynamically managing a financial account
US8306907B2 (en) 2003-05-30 2012-11-06 Jpmorgan Chase Bank N.A. System and method for offering risk-based interest rates in a credit instrument
US20050187804A1 (en) * 2004-02-19 2005-08-25 Carolyn Clancy Evaluating employee benefit plans
US8639604B1 (en) 2004-10-26 2014-01-28 Invest N Retire, LLC System and method for managing tax-deferred retirement accounts
US20060095316A1 (en) * 2004-11-01 2006-05-04 Stevenson Jeffrey W Method and system for establishing a defined benefit plan
US20060229964A1 (en) * 2005-04-06 2006-10-12 Fred Fox Personal pension system and business method
US7401731B1 (en) 2005-05-27 2008-07-22 Jpmorgan Chase Bank, Na Method and system for implementing a card product with multiple customized relationships
US20090099979A1 (en) * 2007-10-09 2009-04-16 Harish Raghavan Systems and methods for enhancing group benefit plans and other entities via life insurance funding and administration structures
US8725611B1 (en) 2008-02-21 2014-05-13 Jpmorgan Chase Bank, N.A. System and method for providing borrowing schemes
US8688479B1 (en) 2008-05-29 2014-04-01 United Services Automobile Association (Usaa) Systems and methods for providing an annuity
US20100241584A1 (en) * 2009-03-20 2010-09-23 Bank Of America Flexible design pension account
US20130211866A1 (en) * 2011-07-20 2013-08-15 Bank Of America Corporation Project checklist and table of changes for project management

Family Cites Families (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6253192B1 (en) * 1996-08-30 2001-06-26 The Quantam Consultancy Group (Proprietary) Limited Method of personal financial planning
US5878405A (en) * 1996-09-25 1999-03-02 Coordinated Data Services, Inc. Pension planning and liquidity management system
US6085174A (en) * 1997-09-23 2000-07-04 Edelman; Ric Computer assisted and/or implemented process and architecture for administering an investment and/or retirement program
US6041313A (en) * 1998-06-29 2000-03-21 James A. Gilbert 401K user software

Also Published As

Publication number Publication date
WO2001073658A2 (en) 2001-10-04
US20010034684A1 (en) 2001-10-25
AR027736A1 (en) 2003-04-09

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