Method and system for preparing an employee benefits plan
First Claim
Patent Images
1. A system that prepares a Form-5500 in response to a request from a user at a remote computer terminal, comprising:
- a server in support of a website accessible by the remote computer terminal via an internet connection, the server configured to;
transmit a request to an electronic public database implemented by a Department of Labor computing system via a communication over the internet connection, the request including an identification of previously filed benefit data;
receive the previously filed benefit data in flat file format from the electronic public database;
convert the previously filed benefit data into a format searchable and retrievable by the software running on the server;
store the converted previously filed benefit data into a database in the memory of the server;
receive from a remote computer terminal via the website supported by the server a request to populate Form-5500 with at least a portion of the previously filed data, the request to populate Form-5500 also including a filing party identification which includes at least one of an employer identification number identifier (EIN), a designation of an employer, or a designation of an employer benefit plan;
search the integrated database for a desired portion of the converted previously filed benefit data based on the filing party identification;
populate the plurality of entries of the electronic-version of the Form-5500 with the portions of the previously filed benefit data;
prompt the user at the remote terminal for manual entry of one or more entries of the Form-5500 in response to prompts from web pages of the website, where the manual entries are stored in the database;
display the completed electronic version of Form-5500 including the information from the desired portion of the converted previously filed benefit data and the information received by manual entry at the terminal via the website for review.
2 Assignments
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Accused Products
Abstract
A system for preparing an employee benefits form for, e.g., ERISA includes a server in support of a website, and a processor in communication with the server and a memory. The memory includes a program for automatically preparing a benefits form and/or plan via the internet. The program includes instructions to the processor for retrieving previously filed data from a public database, converting and storing into a database, searching the database for a desired portion of the data, and populating the entries of the form. The website connection also allows a remote user to periodically update the benefit data.
12 Citations
11 Claims
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1. A system that prepares a Form-5500 in response to a request from a user at a remote computer terminal, comprising:
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a server in support of a website accessible by the remote computer terminal via an internet connection, the server configured to; transmit a request to an electronic public database implemented by a Department of Labor computing system via a communication over the internet connection, the request including an identification of previously filed benefit data; receive the previously filed benefit data in flat file format from the electronic public database; convert the previously filed benefit data into a format searchable and retrievable by the software running on the server; store the converted previously filed benefit data into a database in the memory of the server; receive from a remote computer terminal via the website supported by the server a request to populate Form-5500 with at least a portion of the previously filed data, the request to populate Form-5500 also including a filing party identification which includes at least one of an employer identification number identifier (EIN), a designation of an employer, or a designation of an employer benefit plan; search the integrated database for a desired portion of the converted previously filed benefit data based on the filing party identification; populate the plurality of entries of the electronic-version of the Form-5500 with the portions of the previously filed benefit data; prompt the user at the remote terminal for manual entry of one or more entries of the Form-5500 in response to prompts from web pages of the website, where the manual entries are stored in the database; display the completed electronic version of Form-5500 including the information from the desired portion of the converted previously filed benefit data and the information received by manual entry at the terminal via the website for review. - View Dependent Claims (2, 3, 4, 5)
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6. A computer-implemented method that prepares a Form-5500, the method comprising:
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transmitting, by a software program stored on a non-transitory medium and executed by a processor of a sever, a request to an electronic public database implemented by a Department of Labor computing system via a communication over the internet connection, the request including an identification of previously filed benefit data; receiving, by the server'"'"'s processor, the previously filed benefit data in flat file format from the electronic public database; converting, by the processor of the server, the previously filed benefit data into a format searchable and retrievable by the software running on the server; storing by the processor of the server, the previously filed benefit data into a database in the memory of the server; receiving, by the processor of the server, from a remote computer terminal via a website supported by the server a request to populate Form-5500 with at least a portion of the previously filed data, the request to populate Form-5500 also including a filing party identification which includes at least one of an employer identification number identifier (EIN), a designation of an employer, or a designation of an employer benefit plan; searching, by the processor of the server, the integrated database for a desired portion of the converted previously filed benefit data based on the filing party identification; and populating the plurality of entries of the electronic-version of the Form-5500 with information from the desired portion of the converted previously filed benefit data; prompting, by processor of the server, the user at the remote terminal for manual entry of one or more entries of the Form-5500 in response to prompts from web pages of the website, where the manual entries are stored in the database; displaying, by the processor of the server, the completed electronic version of Form-5500 including the information from the desired portion of the converted previously filed benefit data and the information received by manual entry at the terminal via the website for review. - View Dependent Claims (7, 8, 9, 10, 11)
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Specification