Patents by Inventor Matthew A. Golda

Matthew A. Golda 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: 20130325752
    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: August 9, 2013
    Publication date: December 5, 2013
    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: 8510198
    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: June 18, 2010
    Date of Patent: August 13, 2013
    Assignee: Fiduciary Benchmarks, Inc.
    Inventors: Thomas R. Kmak, Ronald B. Eisen, Edna O. Lacy, Matthew A. Golda, Craig S. Rosenthal
  • SYSTEM AND METHOD FOR EVALUATING DEFINED CONTRIBUTION PLANS
    Publication number: 20110145166
    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: June 18, 2010
    Publication date: June 16, 2011
    Inventors: Thomas R. Kmak, Ronald B. Eisen, Edna O. Lacy, Matthew A. Golda, Craig S. Rosenthal