Patents Assigned to FIDUCIARY BENCHMARKS INSIGHTS, LLC
  • Patent number: 12254517
    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: November 13, 2023
    Date of Patent: March 18, 2025
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • 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: 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
  • Patent number: D1041487
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1041488
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1041489
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1041490
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1041491
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1041496
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1041497
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1041498
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 10, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1042501
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 17, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1042520
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 17, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1042521
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 17, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1043722
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 24, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1043723
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: September 24, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou
  • Patent number: D1048086
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: October 22, 2024
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Pavel Kosobutskiy, Anton Kachan, Dzmitry Kazakou