Patents Assigned to FIDUCIARY BENCHMARKS INSIGHTS, LLC
  • Patent number: 11816735
    Abstract: A system and method for analyzing a service provider of a retirement plan and comparing the service provider against the service providers associated with a group of similar plans is disclosed. In one embodiment, a computer system for evaluating a service provider of a retirement plan comprises a computer server having a database comprising a plurality of data defining a plurality of characteristics of each of a plurality of retirement plans, software configured to identify a subset of the plurality of retirement plans having characteristics comparable to characteristics of the selected retirement plan in view of the type and characteristics of the service provider, software configured to permit the selection of at least one report providing the comparison of the service provider, and software configured to automatically generate and deliver the selected at least one report to a user for display on a user interface.
    Type: Grant
    Filed: July 18, 2022
    Date of Patent: November 14, 2023
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: 11393035
    Abstract: A system and method for analyzing a service provider of a retirement plan and comparing the service provider against the service providers associated with a group of similar plans is disclosed. In one embodiment, a computer system for evaluating a service provider of a retirement plan comprises a computer server having a database comprising a plurality of data defining a plurality of characteristics of each of a plurality of retirement plans, software configured to identify a subset of the plurality of retirement plans having characteristics comparable to characteristics of the selected retirement plan in view of the type and characteristics of the service provider, software configured to permit the selection of at least one report providing the comparison of the service provider, and software configured to automatically generate and deliver the selected at least one report to a user for display on a user interface.
    Type: Grant
    Filed: April 22, 2015
    Date of Patent: July 19, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D921681
    Type: Grant
    Filed: May 6, 2020
    Date of Patent: June 8, 2021
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D921683
    Type: Grant
    Filed: May 6, 2020
    Date of Patent: June 8, 2021
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D964411
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: September 20, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D964412
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: September 20, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D965625
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 4, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966309
    Type: Grant
    Filed: May 31, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966310
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966311
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966312
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966313
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966314
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966315
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966316
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D966317
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 11, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D967168
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: October 18, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D970531
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: November 22, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D970532
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: November 22, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Patent number: D970533
    Type: Grant
    Filed: June 7, 2021
    Date of Patent: November 22, 2022
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal