SYSTEM AND METHOD FOR IMBEDDING A DEFINED BENEFIT IN A DEFINED CONTRIBUTION PLAN

Patent №

US 8,024,248

Granted

2011-09-20

Filed 2005

Owner

GENWORTH FINANCIAL, INC.

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

11239485

A system and method for providing a user with a portable benefit based on a formula the result of which indicates the exact guaranteed minimum periodic income that the user will receive no matter how long the user lives and the potential for an increase in the periodic income. The system comprises a defined contribution module for periodically receiving at least one of a sponsor contribution and a participant contribution and for accumulating value over a period of time by investing at least one of the sponsor contribution and the participant contribution or any portion(s) thereof in any number of select investment options, the accumulated value being capable of being withdrawn at any time and reinvested in any other select investment options being paid out after a predetermined period of time The guaranteed minimum income payment may be based on a retirement income formula.

PlanningG06Q 40/06G06Q 20/102G06Q 40/00G06Q 40/02

AI classification

Planning1.00
Knowledge representation0.05
Evolutionary computation0.00
Natural language0.00
Vision0.00
AI hardware0.00
Speech0.00
Machine learning0.00

Ownership

GENWORTH FINANCIAL, INC.

assignment · 171700001

Assignors

STIFF, GEOFFREY, SHARPE, MATTHEW, ATKINSON III, LANDIS WILLIAM

On an employer assignment, the assignors are typically the inventors.

From the same owner

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