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SYSTEM AND METHOD FOR INCENTIVIZING RETIREMENT SAVINGS

机译:激励退休储蓄的系统和方法

摘要

Systems and methods are provided to facilitate incentivization for participation in a financial plan, such as a retirement savings plan. Incentives are provided to encourage increased contribution and activity with the financial plan, with the goal of accumulation of enough assets to ensure future financial security, such as provision of adequate retirement income. Incentives can be provided by third party providers such as coupons, merchandise, services, etc. In return for provision of such incentives, third party providers can receive data, etc., in return, where the data can provide information on who is using their incentive, etc., which the third party provider can utilize as part of a marketing operation, for example. Hence the costs of the incentives are offset by the data provided.
机译:提供了用于促进激励参加诸如退休储蓄计划的财务计划的系统和方法。提供激励措施以鼓励增加对财务计划的贡献和活动,目的是积累足够的资产以确保未来的财务安全,例如提供足够的退休收入。奖励可以由第三方提供者提供,例如优惠券,商品,服务等。作为提供此类奖励的回报,第三方提供者可以接收数据等,作为回报,数据可以提供有关谁在使用他们的信息的信息。激励等,第三方提供商可以将其用作营销操作的一部分。因此,激励措施的成本被所提供的数据所抵消。

著录项

  • 公开/公告号US2013013478A1

    专利类型

  • 公开/公告日2013-01-10

    原文格式PDF

  • 申请/专利权人 JONATHAN BROADBENT;

    申请/专利号US201213543368

  • 发明设计人 JONATHAN BROADBENT;

    申请日2012-07-06

  • 分类号G06Q40/06;

  • 国家 US

  • 入库时间 2022-08-21 16:46:50

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