Patents by Inventor Mark Greenstein

Mark Greenstein 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).

  • Publication number: 20190362364
    Abstract: A method, system and apparatus for addressing conflicted recommendations over the internet and then selling or leasing products or services.
    Type: Application
    Filed: August 7, 2019
    Publication date: November 28, 2019
    Inventors: Mark GREENSTEIN, Brian TARBOX
  • Publication number: 20140258178
    Abstract: A machine manufacture, process, composition and product produced thereby. Representatively there can be a computer-aided method for assist person to save sufficient amounts to fund an adequate retirement income the method including the automatic adjustment of amounts saved to increase the probability of achieving a projected income in retirement.
    Type: Application
    Filed: March 11, 2014
    Publication date: September 11, 2014
    Inventor: Mark Greenstein
  • Publication number: 20140149319
    Abstract: A machine manufacture, process, composition and product produced thereby. Representatively there can be a computer-aided method for assigning and managing the rights to receive taxes when amounts are disbursed from tax-advantaged accounts for which a prior deduction has been received, the method including the input of data and incorporation of contract terms which determine the amounts and timing of the right to receive taxes when amounts are disbursed.
    Type: Application
    Filed: November 25, 2013
    Publication date: May 29, 2014
    Inventor: Mark Greenstein
  • Publication number: 20140039939
    Abstract: A method for providing automatic purchase of products, such as insurance products, by one or more third parties acting on behalf of a purchaser and for automatic deductions from an income source to pay for the product utilizes stored data regarding the products, information provided to a purchaser from the stored data based upon inquiries from the purchaser and concluding a purchase or not along with payment for the purchaser.
    Type: Application
    Filed: October 10, 2013
    Publication date: February 6, 2014
    Inventor: Mark Greenstein
  • Patent number: 8583529
    Abstract: A method for providing automatic purchase of products, such as insurance products, by one or more third parties acting on behalf of a purchaser and for automatic deductions from an income source to pay for the product utilizes stored data regarding the products, information provided to a purchaser from the stored data based upon inquiries from the purchaser and concluding a purchase or not along with payment for the purchaser.
    Type: Grant
    Filed: October 11, 2005
    Date of Patent: November 12, 2013
    Inventor: Mark Greenstein
  • Publication number: 20130290217
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA (Employee Retirement Income Security Act).
    Type: Application
    Filed: October 23, 2012
    Publication date: October 31, 2013
    Inventor: Mark Greenstein
  • Patent number: 8301527
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA (Employee Retirement Income Security Act).
    Type: Grant
    Filed: July 7, 2006
    Date of Patent: October 30, 2012
    Inventors: Brian C. Tarbox, Mark Greenstein
  • Patent number: 8229825
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA (Employee Retirement Income Security Act).
    Type: Grant
    Filed: November 20, 2009
    Date of Patent: July 24, 2012
    Inventors: Brian C. Tarbox, Mark David Powers, legal representative, Mark Greenstein
  • Publication number: 20100121786
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA.
    Type: Application
    Filed: November 20, 2009
    Publication date: May 13, 2010
    Inventors: Brian C. TARBOX, Mark Greenstein
  • Patent number: 7617140
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation of their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The systems and methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services, including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA.
    Type: Grant
    Filed: July 19, 2005
    Date of Patent: November 10, 2009
    Inventors: Brian C. Tarbox, Mark Greenstein
  • Patent number: 7606751
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA.
    Type: Grant
    Filed: August 22, 2006
    Date of Patent: October 20, 2009
    Inventors: Brian C. Tarbox, Mark Greenstein
  • Publication number: 20060282363
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA.
    Type: Application
    Filed: August 22, 2006
    Publication date: December 14, 2006
    Inventors: Brian Tarbox, Mark Greenstein
  • Publication number: 20060253364
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA.
    Type: Application
    Filed: July 7, 2006
    Publication date: November 9, 2006
    Inventors: Brian Tarbox, Mark Greenstein
  • Patent number: 7120600
    Abstract: Systems and methods for a data processor implemented system monitor for enabling persons to turn over the allocation their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The systems and methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data (e.g., employers), to provide professional asset allocation services including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA.
    Type: Grant
    Filed: February 11, 2002
    Date of Patent: October 10, 2006
    Inventors: Brian C. Tarbox, Mark Greenstein
  • Publication number: 20060136254
    Abstract: A system and method for providing for the computer-implemented matching of persons who provide transportation and those who purchase such services, using the position of each party and possibly incorporating variable pricing that takes into consideration supply and demand and traffic.
    Type: Application
    Filed: November 25, 2005
    Publication date: June 22, 2006
    Inventor: Mark Greenstein
  • Publication number: 20060080199
    Abstract: Methods for a data processor implemented system monitor for enabling persons to turn over the allocation of their investment assets, and/or receive assistance concerning how to receive disbursements from investments, in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems. The systems and methods are adapted to ameliorate the tension between other functions where the compensation may be affected by asset allocation. The systems and methods collect, monitor, and direct information from persons who hold indicative data, e.g., employers, to provide professional asset allocation services, including automatic allocation, rebalancing, and reallocation of investment assets, on a regular basis; as well as assistance in determining how much to save or how to receive disbursements in a manner that ameliorates conflicts of interest, which, in the case of employee benefit plans, is consistent with the regulatory restraints of ERISA.
    Type: Application
    Filed: July 19, 2005
    Publication date: April 13, 2006
    Inventors: Brian Tarbox, Mark Greenstein
  • Publication number: 20060080147
    Abstract: A method for providing automatic purchase of products, such as insurance products, by one or more third parties acting on behalf of a purchaser and for automatic deductions from an income source to pay for the product utilizes stored data regarding the products, information provided to a purchaser from the stored data based upon inquiries from the purchaser and concluding a purchase or not along with payment for the purchaser.
    Type: Application
    Filed: October 11, 2005
    Publication date: April 13, 2006
    Inventor: Mark Greenstein
  • Publication number: 20060064304
    Abstract: Systems and methods for a data processor implemented system monitor for assisting in the purchase or lease of products or services which may consider various factors including quality, price and convenience in a manner that is free from or ameliorates the traditional conflicts of interest in previous systems is disclosed. The systems and methods are adapted to separate or otherwise ameliorate the tension between other functions where the compensation traditionally varies depending on whether and which products or services are purchased or leased. The systems and methods collect, monitor and direct information from the purchasers and lessors, persons who make decisions on behalf of purchasers or lessors, persons who hold indicative data (e.g.
    Type: Application
    Filed: January 6, 2004
    Publication date: March 23, 2006
    Inventors: Mark Greenstein, Brian Tarbox
  • Publication number: 20050210912
    Abstract: A soft sided insulated container assembly includes a first portion having an insulated, soft sided external wall structure, and an internal, substantially rigid molded plastic receptacle mounted therein. It has a cover structure that includes a reinforcement member for engaging a land region of the molded receptacle, thereby tending to yield an interface tending to have a sealing relationship. The container may also include a thermal storage element, and the container may have an accommodation for receiving the thermal storage element.
    Type: Application
    Filed: June 6, 2005
    Publication date: September 29, 2005
    Inventors: Melvin Mogil, Mark Greenstein, Michael Ramundi, Andrius Birutis
  • Publication number: 20050205459
    Abstract: A soft sided insulated container assembly includes a first portion having an insulated, soft sided external wall structure, and an internal, substantially rigid molded plastic receptacle mounted therein. It has a cover structure that includes a reinforcement member for engaging a land region of the molded receptacle, thereby tending to yield an interface tending to have a sealing relationship. The container may also include a thermal storage element, and the container may have an accommodation for receiving the thermal storage element.
    Type: Application
    Filed: April 1, 2005
    Publication date: September 22, 2005
    Inventors: Melvin Mogil, Mark Greenstein, Michael Ramundi, Andrius Birutis, David Sagan, Evan Olander, Richard Stephens