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System and methods for designing group retirement plans

  • US 20010034684A1
  • Filed: 03/28/2001
  • Published: 10/25/2001
  • Est. Priority Date: 03/29/2000
  • Status: Abandoned Application
First Claim
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1. A new method for designing group retirement plans for prospective plan sponsors, eliminating the need for a sales representative in retirement plan design, the method comprising:

  • providing a Web site hosted by at least one computer in communication with a computer network, the Web site having a business logic component for merging a plan sponsor'"'"'s business needs with retirement plan design;

    collecting information from the plan sponsor through the Web site, the information relating to the plan sponsor'"'"'s business objectives;

    analyzing the information using the business logic component; and

    generating a retirement plan with plan rules appropriate to the plan sponsor'"'"'s business objectives.

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