promoting public awareness of the automatic portability of holdings and balances for retirement or other tax-deferred plans to a new employer plan

Providing financial services in the nature of financial administration of retirement plans by transferring, rolling over or otherwise moving retirement savings and balances to a new employer plan; providing financial services in the nature of financial administration of retirement plans by transferring, rolling over or otherwise moving retirement savings and balances from one IRA, 401(k), 403(b) or 457(b) plan to another; providing a website featuring information in the field of finance, namely, about legislative actions related to retirement plan sponsors and providers of auto portability

Providing a website featuring non-downloadable publications in the nature of educational materials in the field of automatic portability of retirement savings accounts; providing online non-downloadable videos in the field of automatic portability of retirement savings accounts