Patent · US Active

Communication system and method for projecting and establishing a savings practice for a prospective retirement plan participant

US11328359B1 · kind B1 · utility

14Cited by
19References
19Claims
0Family size

Assignee

Inventors

Key dates

Filing dateJul 30, 2015
Grant dateMay 10, 2022
Priority date
Expiry dateSep 15, 2036

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q10/1057
  • WIPO fieldComputer technology
  • WIPO sectorElectrical engineering

Abstract

An apparatus and method for administering and/or managing an employer sponsored retirement plan such as a 401(k) plan can include a host system that supports a graphical user interface (GUI) that is displayable to a user communicating with the host system via a user computer device. The use can manipulate one or more input devices connected to the user's computer device for facilitating the communication of data to the host system and updating of displays of the GUI. The GUI can be configured to permit employee participants to enroll and manage their retirement accounts. The GUI can also be configured for employers that sponsor a retirement plan to communicate with the host system to manage their retirement plan and oversee administration of the plan. Displays of the GUI can be generated and updated by a user computer device display based on communications with the host system.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.