Alexandra S. Sanders - Charlton MA, US David M. Gauntt - Portsmouth RI, US Sara Geraghty - Marlborough MA, US Bryan E. Anderson - Milford MA, US Timothy B. Calderara - Cranston RI, US Erica Kuharich - Holliston MA, US Mohan N. Pandhare - N. Chelmsford MA, US Luther Townsend - Merrimack NH, US
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 37
Abstract:
A method for determining an earnings portion of a distribution from a 529 plan. The method includes receiving information associated with a plurality of 529 plan accounts, identifying related 529 plan accounts, aggregating the information for related 529 plan accounts, and determining an earnings portion of a distribution from at least one of the 529 plan accounts.
Systems And Methods For Determining An Earnings Portion Of A Distribution From A 529 Plan
Alexandra S. Sanders - Charlton MA, US David M. Gauntt - Portsmouth RI, US Sara Geraghty - Marlborough MA, US Bryan E. Anderson - Milford MA, US Timothy B. Calderara - Cranston RI, US Erica Kuharich - Holliston MA, US Mohan N. Pandhare - N. Chelmsford MA, US Luther Townsend - Merrimack NH, US
Assignee:
BNY Mellon Distributors Holdings Inc. - Wilmington DE
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 35
Abstract:
A method for determining an earnings portion of a distribution from a 529 plan. The method includes receiving information associated with a plurality of 529 plan accounts, identifying related 529 plan accounts, aggregating the information for related 529 plan accounts, and determining an earnings portion of a distribution from at least one of the 529 plan accounts.
Systems And Methods For Determining An Earnings Portion Of A Distribution From A 529 Plan
Alexandra Sanders - Charlton MA, US David Gauntt - Portsmouth RI, US Sara Geraghty - Marlborough MA, US Bryan Anderson - Milford MA, US Timothy Calderara - Cranston RI, US Erica Kuharich - Holliston MA, US Mohan Pandhare - N. Chelmsford MA, US Luther Townsend - Merrimack NH, US
International Classification:
G06Q 40/00
US Classification:
70503600R
Abstract:
A method for determining an earnings portion of a distribution from a 529 plan. The method includes receiving information associated with a plurality of 529 plan accounts, identifying related 529 plan accounts, aggregating the information for related 529 plan accounts, and determining an earnings portion of a distribution from at least one of the 529 plan accounts.
Systems And Methods For Determining An Earnings Portion Of A Distribution From A 529 Plan
Alexandra S. Sanders - Charlton MA, US David M. Gauntt - Portsmouth RI, US Sara Geraghty - Marlborough MA, US Bryan E. Anderson - Milford MA, US Timothy B. Calderara - Cranston RI, US Erica Kuharich - Holliston MA, US Mohan N. Pandhare - N. Chelmsford MA, US Luther Townsend - Merrimack NH, US
International Classification:
G06Q 40/00
US Classification:
705 36 R
Abstract:
A method for determining an earnings portion of a distribution from a 529 plan. The method includes receiving information associated with a plurality of 529 plan accounts, identifying related 529 plan accounts, aggregating the information for related 529 plan accounts, and determining an earnings portion of a distribution from at least one of the 529 plan accounts.