COPILOT

Owner

Goods & Services

Software as a service, namely, software online for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income

Business consulting and administration services for others on employee benefits concerning fiduciary obligations, not involving insurance, finance or real estate

Educational services, namely, providing a website featuring on-line non-downloadable videos, webinars and on-line non-downloadable articles, all in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans

Financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and financial and insurance benefit plans, health care and welfare plans covering insurance and finance, and qualified and non-qualified financial retirement plans; Financial consulting and administration for others of retirement plans; retirement plan trustee services; retirement plan financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes, none of which involves real estate or real estate services