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Owners

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

Consulting and brokerage services for others in the fields of employee benefits concerning insurance and finance, estate planning, insurance and annuities investment; brokerage services for mutual funds, life insurance, and annuities; 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, insurance flex accounts, compensation and health plans; retirement plan trustee services; retirement plan financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes

Downloadable computer software, namely, for accessing and managing customized databases of information in the fields of retirement, retirement planning, retirements plans, retirement contributions and required minimum distributions

Business consulting and administration services for others on employee benefits concerning fiduciary obligations, flex accounts and health benefits, not involving insurance and finance

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