ERISASSIST

Owner

Goods & Services

Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for required participant communications, disclosures, and notices; Providing a website featuring a search engine for obtaining information, educational materials, and professional resources in the field of employer-sponsored retirement plans; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation in the field of asset recordkeeping, 401(k) plans, individual retirement accounts (IRAs), and retirement savings plans; Financial planning for retirement; Financial retirement plan consulting services; Financial advisory services in the field of wealth management; Administration of individual retirement accounts (IRAs) and 401(k) retirement plans; Financial consultation in the field of retirement plan compliance and fiduciary services; Providing an online searchable proprietary database featuring information, educational materials, and resources in the field of employer-sponsored retirement plans