Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2011-01-25
2011-01-25
Havan, Thu Thao (Department: 3695)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S037000
Reexamination Certificate
active
07877310
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.
REFERENCES:
patent: 2004/0236652 (2004-11-01), Heiges et al.
Anderson Bryan E.
Calderara Timothy B.
Gauntt David M.
Geraghty Sara
Kuharich Erica
Havan Thu Thao
K&L Gates LLP
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