Patent ID: 8355964
Filing Date: 2013-01-15
Classification: G06Q

Abstract:
1. A method of displaying accounting data for a fund company having a plurality of employees contributing to a defined contribution plan to employees of a second company, comprising: an administrator at a third company collecting and storing records on a computer system for the overall defined contribution plan and having a processor on the computer system; said processor for disallowing access to portions of records on a the computer system for the defined contribution to non-authorized users; the administrator registering at least one independent auditor and said administrator causing said processor to provide the independent auditor providing access to the computer system and to all of the employees' accounting data auditing database for the employees' defined contribution plans; the administrator, in response to a request from the at least one independent auditor, causing said processor to generate and post a computerized list of selectable reports on the computer system to the least one independent auditor at a fourth company of the defined contribution plan, wherein the processor generates the list of selectable reports is in an electronic template arranged on a computer display on the computer system in sequential order according to a predefined audit layout and includes at least one report on the computer system and viewable on the computer display by at least one auditor showing the combined accounting information for the plurality of employees in one single report; wherein selection of at least one selectable report by an auditor causes the processor on the computer system to aggregate and process stored records on the computer system to perform a real time generation and subsequent computer display of an auditing report showing aggregated information about the plurality of employees from said auditing database; said auditor using the report to prepare a federal report form to be filed on the overall defined benefit plan.