Patent ID: 7739131
Filing Date: 2010-06-15
Classification: G06Q

Abstract:
1. A method of using an apparatus, the method comprising the steps of: providing a computer system comprising a keyboard to receive information, a storage media, and an output device, the computer executing code to produce documentation including at least one plan provision that limits contribution to an incidental benefit account and at least one plan provision that limits distribution from the incidental benefit account by steps including: receiving, as some of the information, employer information and at least one employer medical plan provision; processing, by using the storage media, plan provisions for a dual purpose profit sharing plan arranged such that money in an incidental benefit account of the dual purpose profit sharing plan funds a health reimbursement arrangement of an employer established to benefit an employee of the employer and contributions to and distributions from the incidental account receive at least one tax benefit available to employer money in combining the employer information and the at least one employer medical plan provision and the plan provisions to produce the documentation which shows the funding relationship between money in an incidental benefit account of the dual purpose profit sharing plan and a health reimbursement arrangement such that employer contributions and distributions are excluded from taxation as income, based on at least one federal income tax exclusion rule; and outputting the documentation at the output device.