Patents by Inventor Christine Caldwell

Christine Caldwell has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Method and system for establishing a defined benefit plan
    Publication number: 20060095307
    Abstract: A computer-implemented method of establishing and maintaining a defined benefit plan for a party. A user interface is associated with a computer system for requesting and receiving employment information from the party through the user interface. The computer system automatically determines an eligibility of the party for the defined benefit plan using the employment information. Demographic information and economic information from the party is requested and received through the user interface. The computer system automatically determines a current year maximum contribution for the defined benefit plan using the demographic information and the economic information. The computer system automatically structures the defined benefit plan from the current year maximum contribution for the party. The computer system automatically generates at least one application file for the defined benefit plan.
    Type: Application
    Filed: November 1, 2004
    Publication date: May 4, 2006
    Inventors: Jeffrey Stevenson, Jeffrey Berends, Christopher Kim, Peter Berg, Christine Caldwell, Kay Fleischer, Trey Hickman
  • Method and system for establishing a defined benefit plan
    Publication number: 20060095316
    Abstract: A computer-implemented method of establishing and maintaining a defined benefit plan for a party. A user interface is associated with a computer system for requesting and receiving employment information from the party through the user interface. The computer system automatically determines an eligibility of the party for the defined benefit plan using the employment information. Demographic information and economic information from the party is requested and received through the user interface. The computer system automatically determines a current year maximum contribution for the defined benefit plan using the demographic information and the economic information. The computer system automatically structures the defined benefit plan from the current year maximum contribution for the party. The computer system automatically generates at least one application file for the defined benefit plan.
    Type: Application
    Filed: November 1, 2004
    Publication date: May 4, 2006
    Inventors: Jeffrey Stevenson, Jeffrey Berends, Christopher Kim, Peter Berg, Christine Caldwell, Kay Fleischer, Trey Hickman