TPASOURCE

Owners

Goods & Services

Providing business consultation services regarding promotion of retirement plans to plan sponsors; promoting the services of retirement plans through the distribution of promotional materials and by rendering sales promotion information via the Internet; providing business development resources in the nature of providing qualified sales leads in the field of retirement plan services via the Internet

Financial services provided to administrators of retirement plans, namely, trust company custody services, mutual fund investment services, and securities brokerage account services; providing financial consultation services to administrators of retirement plans in the field of retirement plan administration; providing information and news in the fields of retirement plan services and retirement plan administration via the Internet; providing financial and investment research; providing an on-line computer database in the field of investment brokerage for use by retirement plan administrators in the analysis of mutual funds