DATA AGGREGATION FOR PROCESSING AND ANALYZING 529 PLAN DATA
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United States of America Patent
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app pub date -
Mar 13, 2015
filing date -
Oct 21, 2004
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Abandoned
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Abstract
Enhanced tools and techniques are provided for collecting, processing, and analyzing 529 plan data. In one embodiment, the process includes a computer-based method for identifying related 529 plan accounts from a plurality of 529 plan accounts, including identifying 529 plan accounts having a common beneficiary or identifying 529 plan accounts having a common owner/beneficiary combination; and, aggregating the information for related 529 plan accounts in a computer implemented aggregation database.
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