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US 8,412,610 B2Granted
Method and system for preparing an employee benefits plan
AssigneeCCH Incorporated
InventorTimothy M. McCutcheon
Life of this patent
Estimating the term…
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.
Claims11
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.
7 more elements
A computer-implemented method that prepares a Form-5500, the method comprising:
- 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.
7 more elements
Dependencies are inferred from the claim text.