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1. (WO2019028412) SYSTEM AND METHOD FOR IMPLEMENTATION AND ADMINISTRATION OF AN EMPLOYER-SPONSORED RETIREMENT PLAN
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Pub. No.: WO/2019/028412 International Application No.: PCT/US2018/045250
Publication Date: 07.02.2019 International Filing Date: 03.08.2018
IPC:
G06Q 10/10 (2012.01) ,G06Q 40/04 (2012.01) ,G06Q 40/06 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
10
Administration; Management
10
Office automation, e.g. computer aided management of electronic mail or groupware; Time management, e.g. calendars, reminders, meetings or time accounting
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
04
Exchange, e.g. stocks, commodities, derivatives or currency exchange
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
06
Investment, e.g. financial instruments, portfolio management or fund management
Applicants:
BIDMONI, INC. [US/US]; 600 Highway 63 Moss Point, Mississippi 39563, US
Inventors:
DAIGLE, Stephen; US
STEFFAN JR., Michael; US
DIXON, Kendall; US
Agent:
JOHNSON, Mark C.; US
Priority Data:
62/540,62503.08.2017US
Title (EN) SYSTEM AND METHOD FOR IMPLEMENTATION AND ADMINISTRATION OF AN EMPLOYER-SPONSORED RETIREMENT PLAN
(FR) SYSTÈME ET PROCÉDÉ DE MISE EN ŒUVRE ET D'ADMINISTRATION D'UN PLAN DE RETRAITE PARRAINÉ PAR UN EMPLOYEUR
Abstract:
(EN) A system and method for implementation and administration of an employer-sponsored retirement plan that assists employers and retirement plan providers with managing their fiduciary responsibilities for an employer-sponsored retirement plan by enabling users to implement and administer an employer-sponsored retirement plan in an efficient, and cost-effective manner, by collecting and analyzing data that is pertinent to a desired employer-sponsored retirement plan; receiving notifications from a notification manager if certain conditions of the retirement plan are met; drafting a retirement request for proposal based on the categorically analyzed data about retirement plan; bidding on the retirement plan from service providers; and monitoring the selected employer-sponsored retirement plan after implementation. The method also includes steps of checking, by an employee, on the status of the employer-sponsored retirement plan; and suggesting, by the employee, to the user to utilize the method.
(FR) L'invention concerne un système et un procédé de mise en œuvre et d'administration d'un plan de retraite parrainé par un employeur qui aide les employeurs et les fournisseurs de plans de retraite en ce qui concerne la gestion de leurs responsabilités fiduciaires pour un plan de retraite parrainé par un employeur en permettant à des utilisateurs de mettre en œuvre et d'administrer un plan de retrait parrainé par un employeur d'une manière efficace et économique, en collectant et en analysant des données qui sont pertinentes pour un plan de retraite souhaité, parrainé par un employeur; le procédé consiste à recevoir des notifications d'un gestionnaire de notification si certaines conditions du plan de retraite sont satisfaites; à élaborer une requête de retraite en vue d'une proposition sur la base des données analysées par catégorie concernant le plan de retraite; à soumettre une enchère pour le plan de retraite auprès des fournisseurs de services; à surveiller le plan de retraite sélectionné, parrainé par un employeur, après la mise en œuvre. Le procédé comprend également des étapes de vérification, par un employé, du statut du plan de retraite parrainé par un employeur; de suggestion, à l'utilisateur, par l'employé, d'utiliser le procédé.
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: English (EN)
Filing Language: English (EN)