Patents by Inventor Craig S. Rosenthal

Craig S. Rosenthal 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).

  • SYSTEM AND METHOD FOR EVALUATING DEFINED CONTRIBUTION PLANS
    Publication number: 20200013122
    Abstract: A system and method for comparing retirement plans against a selected group of similar plans is disclosed. In one embodiment, a computer system for evaluating 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 for identifying a subset of the plurality of retirement plans having characteristics comparable to characteristics of a selected retirement plan, software configured for permitting the selection of at least one report from a plurality of report types, and software configured for automatically generating the selected at least one report, where the at least one report comprises an evaluation of the characteristics of the selected retirement plan against the characteristics of the subset of the plurality of retirement plans.
    Type: Application
    Filed: September 20, 2019
    Publication date: January 9, 2020
    Inventors: Thomas R. Kmak, Ronald B. Eisen, Edna O. Lacy, Matthew A. Golda, Craig S. Rosenthal
  • System and method for evaluating defined contribution plans
    Patent number: 10424020
    Abstract: A system and method for comparing retirement plans against a selected group of similar plans is disclosed. In one embodiment, a computer system for evaluating 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 for identifying a subset of the plurality of retirement plans having characteristics comparable to characteristics of a selected retirement plan, software configured for permitting the selection of at least one report from a plurality of report types, and software configured for automatically generating the selected at least one report, where the at least one report comprises an evaluation of the characteristics of the selected retirement plan against the characteristics of the subset of the plurality of retirement plans.
    Type: Grant
    Filed: August 9, 2013
    Date of Patent: September 24, 2019
    Assignee: FIDUCIARY BENCHMARKS INSIGHTS, LLC
    Inventors: Thomas R. Kmak, Ronald B. Eisen, Edna O. Lacy, Matthew A. Golda, Craig S. Rosenthal
  • SYSTEM AND METHOD FOR EVALUATING A SERVICE PROVIDER OF A RETIREMENT PLAN
    Publication number: 20150254778
    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: Application
    Filed: April 22, 2015
    Publication date: September 10, 2015
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • SYSTEM AND METHOD FOR EVALUATING A SERVICE PROVIDER OF A RETIREMENT PLAN
    Publication number: 20150112890
    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 the selected at least one report.
    Type: Application
    Filed: October 21, 2014
    Publication date: April 23, 2015
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Display screen or portion thereof with graphical user interface
    Patent number: D921028
    Type: Grant
    Filed: May 6, 2020
    Date of Patent: June 1, 2021
    Assignee: Fiduciary Benchmarks Insights, LLC
    Inventors: Thomas R. Kmak, Matthew A. Golda, Craig S. Rosenthal
  • Display screen or portion thereof with graphical user interface
    Patent number: D921673
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921674
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921675
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921676
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921677
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921678
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921679
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921680
    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
  • Display screen or portion thereof with graphical user interface
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921682
    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
  • Display screen or portion thereof with graphical user interface
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921684
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921685
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921686
    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
  • Display screen or portion thereof with graphical user interface
    Patent number: D921687
    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