SMARTCHOICE

Owner

Goods & Services

Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of retirement plans; Financial planning for retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Individual retirement account services; Investment advice in the fields of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Regulatory compliance consulting in the field of retirement plan administration