financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation, 404(c) compliance evaluation, actuarial services, and cost/benefit analysis

'404':25 'actuari':29 'advic':15 'alloc':17 'analysi':18,33 'asset':16 'c':26 'complianc':27 'consult':2 'cost/benefit':32 'evalu':24,28 'famili':9 'financi':1 'includ':13 'institut':7 'invest':14,20 'manag':21 'perform':19,23 'plan':5 'render':3 'search':22 'servic':12,30 'sponsor':6 'trust':10

educational services, namely, conducting seminars and workshops, and producing materials in the field of educating employees on 401(K) and other retirement plans

'401':18 'conduct':4 'educ':1,15 'employe':16 'field':13 'k':19 'materi':10 'name':3 'plan':23 'produc':9 'retir':22 'seminar':5 'servic':2 'workshop':7

IMPARTIAL, COST-EFFECTIVE SOLUTIONS.

Owners

Goods & Services