AU2001253167A1 - System and methods for group retirement plan administration - Google Patents

System and methods for group retirement plan administration

Info

Publication number
AU2001253167A1
AU2001253167A1 AU2001253167A AU5316701A AU2001253167A1 AU 2001253167 A1 AU2001253167 A1 AU 2001253167A1 AU 2001253167 A AU2001253167 A AU 2001253167A AU 5316701 A AU5316701 A AU 5316701A AU 2001253167 A1 AU2001253167 A1 AU 2001253167A1
Authority
AU
Australia
Prior art keywords
methods
retirement plan
plan administration
group retirement
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
AU2001253167A
Inventor
Angela M. Ellis
Stacie Franklin
William J. Kelly Jr.
Karen S. Thomann
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 Group Inc
Original Assignee
Principal Financial Group 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 Group Inc filed Critical Principal Financial Group Inc
Publication of AU2001253167A1 publication Critical patent/AU2001253167A1/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
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • 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
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Marketing (AREA)
  • Technology Law (AREA)
  • Theoretical Computer Science (AREA)
  • General Physics & Mathematics (AREA)
  • Economics (AREA)
  • General Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Physics & Mathematics (AREA)
  • Game Theory and Decision Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Operations Research (AREA)
  • Human Resources & Organizations (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
  • Peptides Or Proteins (AREA)
  • Pharmaceuticals Containing Other Organic And Inorganic Compounds (AREA)
AU2001253167A 2000-04-07 2001-04-05 System and methods for group retirement plan administration Abandoned AU2001253167A1 (en)

Applications Claiming Priority (5)

Application Number Priority Date Filing Date Title
US19518500P 2000-04-07 2000-04-07
US60/195,185 2000-04-07
US09/824,329 2001-04-02
US09/824,329 US20010037276A1 (en) 2000-04-07 2001-04-02 System and methods for group retirement plan administration
PCT/US2001/011070 WO2001077951A2 (en) 2000-04-07 2001-04-05 System and methods for group retirement plan administration

Publications (1)

Publication Number Publication Date
AU2001253167A1 true AU2001253167A1 (en) 2001-10-23

Family

ID=26890770

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001253167A Abandoned AU2001253167A1 (en) 2000-04-07 2001-04-05 System and methods for group retirement plan administration

Country Status (3)

Country Link
US (1) US20010037276A1 (en)
AU (1) AU2001253167A1 (en)
WO (1) WO2001077951A2 (en)

Families Citing this family (54)

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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
US20060080200A1 (en) * 2000-04-07 2006-04-13 Ashton David M System and method for benefit plan administration
AU2001259307A1 (en) * 2000-05-01 2001-11-12 Jewell Lim Esposito Method and apparatus for distributing documents on an event-triggered basis through a communications network system
US8433634B1 (en) * 2001-06-08 2013-04-30 Genworth Financial, Inc. Systems and methods for providing a benefit product with periodic guaranteed income
US8024248B2 (en) 2001-06-08 2011-09-20 Genworth Financial, Inc. System and method for imbedding a defined benefit in a defined contribution plan
US8781929B2 (en) 2001-06-08 2014-07-15 Genworth Holdings, Inc. System and method for guaranteeing minimum periodic retirement income payments using an adjustment account
US7398241B2 (en) * 2001-06-08 2008-07-08 Genworth Financial, Inc. Method and system for portable retirement investment
US8370242B2 (en) 2001-06-08 2013-02-05 Genworth Financial, Inc. Systems and methods for providing a benefit product with periodic guaranteed minimum income
US20030105692A1 (en) * 2001-07-18 2003-06-05 Gilbert James A. Interfaces implementing management of retirement accounts over a network
US20030018557A1 (en) * 2001-07-18 2003-01-23 Gilbert James A. Financial processing gateway structure
US20030093303A1 (en) * 2001-07-24 2003-05-15 Mang Advisors, Llc. System, apparatus, and method for implementing a retirement plan for a cooperative and members thereof
WO2003010701A1 (en) 2001-07-24 2003-02-06 First Usa Bank, N.A. Multiple account card and transaction routing
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
US20030040995A1 (en) * 2001-08-23 2003-02-27 Daddario Donato V. Benefit provider system and method
AU2003230751A1 (en) 2002-03-29 2003-10-13 Bank One, Delaware, N.A. System and process for performing purchase transaction using tokens
US7613641B1 (en) * 2002-05-22 2009-11-03 Hartford Fire Insurance Company System and method for developing a defined pension plan logic and framework
US20100241466A1 (en) * 2002-05-22 2010-09-23 Hartford Fire Insurance Company Cash balance pension administration system and method
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
US20040172350A1 (en) * 2002-11-15 2004-09-02 Landis Atkinson System and method for cross funding of multiple annuity contracts
US20040138990A1 (en) * 2003-01-14 2004-07-15 Principal Financial Services, Inc. System and method for providing home financing
US20040225548A1 (en) * 2003-03-03 2004-11-11 Principal Financial Services, Inc. System and method for promoting informed use of a group retirement plan
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
US20050027632A1 (en) * 2003-07-31 2005-02-03 Ubs Financial Services, Inc. Financial investment advice system and method
US8412545B2 (en) 2003-09-15 2013-04-02 Genworth Financial, Inc. System and process for providing multiple income start dates for annuities
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
US20110238592A1 (en) * 2004-12-20 2011-09-29 Mccutcheon Timothy M Method of and System for Preparing an Employee Benefits Plan
US7401731B1 (en) 2005-05-27 2008-07-22 Jpmorgan Chase Bank, Na Method and system for implementing a card product with multiple customized relationships
WO2007018486A1 (en) * 2005-07-20 2007-02-15 Principal Financial Services, Inc. System and method for benefit plan administration
US20070203832A1 (en) * 2006-02-28 2007-08-30 Rene Pierre Babi Intermediary payment system and method for gaming
US20070214080A1 (en) * 2006-02-28 2007-09-13 Rene Pierre Babi Intermediary payment system and method
US20090175429A1 (en) * 2007-07-16 2009-07-09 Voodoo Vox System and method for selecting and delivering content into media playback applications
US8612263B1 (en) 2007-12-21 2013-12-17 Genworth Holdings, Inc. Systems and methods for providing a cash value adjustment to a life insurance policy
US8725611B1 (en) 2008-02-21 2014-05-13 Jpmorgan Chase Bank, N.A. System and method for providing borrowing schemes
US8200562B2 (en) * 2008-05-05 2012-06-12 Massachusetts Mutual Life Insurance Company System and method for generating a transactionable multimedia financial planning statement
WO2010068222A2 (en) * 2008-12-12 2010-06-17 Fmr Llc Computerized methods and apparatuses for guiding a user through a transaction to change of contribution configuration in a defined contribution plan
US8301536B2 (en) * 2008-12-12 2012-10-30 Fmr Llc Computerized methods and apparatuses for guiding a user through a transaction to change a contribution configuration in a defined contribution plan
US20110208783A1 (en) * 2010-02-22 2011-08-25 Bank Of America Corporation Integration of User Identifiers
USD774529S1 (en) 2010-11-04 2016-12-20 Bank Of America Corporation Display screen with graphical user interface for funds transfer
USD774528S1 (en) 2011-02-21 2016-12-20 Bank Of America Corporation Display screen with graphical user interface for funds transfer
USD774527S1 (en) 2011-02-21 2016-12-20 Bank Of America Corporation Display screen with graphical user interface for funds transfer
USD774526S1 (en) 2011-02-21 2016-12-20 Bank Of America Corporation Display screen with graphical user interface for funds transfer
US20130138578A1 (en) * 2011-09-28 2013-05-30 The 401K Coach, Llc Systems and Methods for Building Retirement Income
US20140372340A1 (en) * 2013-06-14 2014-12-18 Bank Of America Corporation Financial wellness scoring tool
US20140372341A1 (en) * 2013-06-14 2014-12-18 Bank Of America Corporation Wellness segmentation tool
US20150178842A1 (en) * 2013-12-20 2015-06-25 Bank Of America Corporation Customized Retirement Planning
US10032223B2 (en) 2015-03-20 2018-07-24 Bank Of America Corporation System for account linking and future event integration into retirement score calculation
US9830660B2 (en) 2015-03-20 2017-11-28 Bank Of America Corporation System for augmenting a retirement score with health information
US10049406B2 (en) * 2015-03-20 2018-08-14 Bank Of America Corporation System for sharing retirement scores between social groups of customers
US10019760B2 (en) 2015-03-20 2018-07-10 Bank Of America Corporation System for utilizing a retirement score to receive benefits
US12020213B2 (en) * 2020-05-15 2024-06-25 Adp, Inc. Benefit validation

Family Cites Families (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4648037A (en) * 1984-03-15 1987-03-03 Metropolitan Life Insurance Company Method and apparatus for benefit and financial communication
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
US6235176B1 (en) * 1997-09-23 2001-05-22 Mb Schoen & Associates Computer apparatus and method for defined contribution and profit sharing pension and disability plan
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US6041313A (en) * 1998-06-29 2000-03-21 James A. Gilbert 401K user software
AU1521400A (en) * 1998-11-09 2000-05-29 Onecore Financial Network, Inc. Systems and methods for performing integrated financial transactions

Also Published As

Publication number Publication date
US20010037276A1 (en) 2001-11-01
WO2001077951A2 (en) 2001-10-18
WO2001077951A8 (en) 2003-09-12

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