98690036
Aug 8, 2024
Administrative services for retirement plans; Connecting small business owners with qualified service providers in the fields of investment management, administration, recordkeeping, custody, trustee and fiduciary representative services
Advertising and BusinessAdministrative services for retirement plans; Management services involving the collection, presentation, and optimization of financial data for retirement plans; Providing information on financial planning and retirement planning
Insurance and FinancialSoftware as a service (SaaS) for retirement plans, namely, hosting online non-downloadable software for retirement plan advising and administration; Software as a service (SaaS) for retirement plans, namely, hosting online non-downloadable software for use by advisors, companies, and employees in the creation, management, analysis, and compliance of retirement accounts
Computer and Scientific