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US Patent 7617138 Estimating financial valuation of benefit plans

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Is a
Patent
Patent
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Patent attributes

Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
0
Patent Number
76171380
Patent Inventor Names
Steven J. Gould0
William B. Gulliver0
Aaron Weindling0
Huw G. Phillips0
Jason S. Gladden0
Michael F. Pollack0
Date of Patent
November 10, 2009
0
Patent Application Number
111402790
Date Filed
May 27, 2005
0
Patent Citations Received
‌
US Patent 11762527 Compact graphical user interface control
Patent Primary Examiner
‌
Matthew Gart
0
Patent abstract

Intra-year benefit plan financial valuation for a client's post-retirement benefit plan comprises collecting intra-year capital market data during a time period between a first actuarial valuation and a second actuarial valuation, converting the intra-year capital market data to intra-year client-specific data based on client assumptions, and calculating an updated financial valuation for the benefit plan based on the intra-year client-specific data, benefit plan data, and the client assumptions. The updated financial valuation can comprise an updated forecast financial valuation based on the intra-year client-specific data and future client assumptions. The updated financial valuation can be calibrated based on actual client-specific data reflecting experience between the time of the first actuarial valuation and the updated financial valuation. The intra-year client-specific data can provide a basis for a hypothetical forecast analysis based on hypothetical data provided by the client.

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