Investment services, namely, providing retirement plan fiduciaries information to assist them in the selection, review and oversight of retirement plan investments, also providing retirement plan fiduciaries information on implementing, maintaining and terminating retirement plans, and providing record keeping services for retirement plans.

'also':22 'assist':10 'fiduciari':7,26 'implement':29 'inform':8,27 'invest':1,21 'keep':38 'maintain':30 'name':3 'oversight':17 'plan':6,20,25,34,42 'provid':4,23,36 'record':37 'retir':5,19,24,33,41 'review':15 'select':14 'servic':2,39 'termin':32

Educational services, namely, conducting classes, seminars and workshops to provide information and material to aid in meeting fiduciary standards required of persons in positions of trust.

'aid':15 'class':5 'conduct':4 'educ':1 'fiduciari':18 'inform':11 'materi':13 'meet':17 'name':3 'person':22 'posit':24 'provid':10 'requir':20 'seminar':6 'servic':2 'standard':19 'trust':26 'workshop':8

DC FIDUCIARY WORLD EXPO

Owner

Goods & Services