401(K) BILL OF RIGHTS

Advertising and promotional services relating to retirement plans, retirement plan investment design, best practices in the fields of retirement planning and retirement plan and 401(k) structuring and design options of others

Financial advisory and consulting services relating to retirement plans, retirement plan investment design, best practices in the fields of retirement planning and retirement plan and 401(k) structuring options for plan sponsors, investment firms and other entities engaged in the retirement plan space; providing retirement plan participants and sponsors with financial news and information relating to retirement and 401(k) plan investment design and performance; providing financial information and reports to assist financial advisors and retirement plan participants and sponsors in identifying, benchmarking, comparing and proposing retirement plans; providing retirement plan design, investment and administration services; providing a website featuring information relating to retirement plans, retirement plan design and performance, best practices in the fields of retirement planning and retirement plan and 401(k) structuring and design options

Educational services, namely, conducting live and online seminars, conferences and workshops in the field of retirement plans, retirement plan investment design, best practices in the fields of retirement planning and retirement plan and 401(k) structuring options; publishing, namely, publishing of printed and electronic books, periodicals, newsletters, reports, brochures, blogs, and electronic publications relating to retirement plans, retirement plan investment design, best practices in the fields of retirement planning and retirement plan and 401(k) structuring and design options