Patent ID: 8510198
Filing Date: 2013-08-13
Classification: G06Q

Abstract:
1. A method of evaluating a retirement plan, comprising the steps of: a. receiving data comprising fee data, cost data, and value data corresponding to a plurality of retirement plans; b. storing the data in memory on at least one web-accessible computer; c. determining from the fee data, via a processor associated with the at least one web-accessible computer, a fee component associated with each of the retirement plans and for each of a plurality of service providers associated with the retirement plans, comprising the steps of d. determining from the cost data via the processor a cost component associated with each of the retirement plans and for each service provider, comprising the steps of e. determining from the value data via the processor a value component associated with each of the retirement plans and for each service provider, comprising the steps of f. assembling, via the processor, a comparison group from among the plurality of retirement plans; and g. providing, via the processor, a comparison of the fee component, the cost component, and the value component associated with a selected retirement plan to the fee component, cost component, and the value component associated with the comparison group.