BENEVESCO

Owners

Goods & Services

Consultation and administration of employee benefit plans, both qualified and non-qualified, namely pension plans, retirement plans, stock and stock option plans, salary and bonus structures, long term care plans, medical benefits, dental plans, disability plans, tax law authorized cafeteria plans, fringe benefit plans, deferred compensation plans; preparation of, and consultation on, employee handbooks in the field of employee benefit plans and employee compensation for others; employee benefit services rendered, namely, administration and design of employee benefit plans and administration of employee pension plans; and insurance consultation in the field of group term, payroll and key employee life and disability insurance protections. Insurance and investment services, namely insurance and investment brokerage, insurance administration, and insurance consultation services; and financial services namely, financial planning, financial management, financial investment advice, and financial portfolio management. Investing services, namely administering retirement plans. Mutual fund investment services. Investment management and consultation services, and mutual fund consultation and management services. Retirement planning services, namely, financial planning and counseling, investment brokerage, administration of individual retirement accounts, administration of custodial profit sharing and money purchase pension plans for the self-employed, and administration of qualified and non-qualified business retirement plans. Risk management services and administration of employee benefits