(19) United States
(12) Patent Application Publication (io) Pub. No.: US 2001/0034684 Al
Cushing et al. (43) Pub. Date: Oct. 25,2001
(76) Inventors: James K. Cushing, Des Moines, IA (US); Michael J. Daugherty, Dunkerton, IA (US); Thomas J. Donnelly, Des Moines, IA (US); Angela M. Ellis, Norwalk, IA (US); Patricia M. Kliegl, Johnston, IA (US); William J. Kelly, Ankeny, IA (US); Kara M. Kohler, Johnston, IA (US); Richard L. Prey, Clive, IA (US); Troy G. Renken, Lindfield (AU)
ZARLEY MCKEE THOMTE VOORHEES &
801 GRAND AVENUE
DES MOINES, IA 50309-2721 (US)
(21) Appl. No.: 09/819,318
(22) Filed: Mar. 28, 2001
Related U.S. Application Data
(63) Non-provisional ol provisional application No. 60/192,833, filed on Mar. 29, 2000.
(51) Int. CI.7 G06F 17/60
(52) U.S. C I 705/35
The invention includes a new method and system for designing group retirement plans. The method and system merge a prospective plan sponsor's business objectives and needs with a business logic component for plan design. Based upon information collected from the plan sponsor, the business logic component designs a suitable group retirement plan. The present invention generally eliminates the need for a sales representative in retirement plan design.