Administrative services for retirement plans; Connecting small business owners with qualified service providers in the fields of investment management, administration, recordkeeping, custody, trustee and fiduciary representative services

'administr':1,20 'busi':8 'connect':6 'custodi':22 'fiduciari':25 'field':16 'invest':18 'manag':19 'owner':9 'plan':5 'provid':13 'qualifi':11 'recordkeep':21 'repres':26 'retir':4 'servic':2,12,27 'small':7 'truste':23

Software as a service (SaaS) for retirement plans, namely, hosting online non-downloadable software for retirement plan advising and administration; Software as a service (SaaS) for retirement plans, namely, hosting online non-downloadable software for use by advisors, companies, and employees in the creation, management, analysis, and compliance of retirement accounts

'account':53 'administr':21 'advis':19 'advisor':40 'analysi':48 'compani':41 'complianc':50 'creation':46 'download':14,35 'employe':43 'host':10,31 'manag':47 'name':9,30 'non':13,34 'non-download':12,33 'onlin':11,32 'plan':8,18,29 'retir':7,17,28,52 'saa':5,26 'servic':4,25 'softwar':1,15,22,36 'use':38

Administrative services for retirement plans; Management services involving the collection, presentation, and optimization of financial data for retirement plans; Providing information on financial planning and retirement planning

'administr':1 'collect':10 'data':16 'financi':15,23 'inform':21 'involv':8 'manag':6 'optim':13 'plan':5,19,24,27 'present':11 'provid':20 'retir':4,18,26 'servic':2,7

ABOON

Owner

Goods & Services