ATMS ADVANCED TRUST MANAGEMENT STANDARDS

Publications and printed materials, namely, periodicals, directories, books, guides, pamphlets, brochures, checklists, information kits and seminar trade show materials, which kits and materials consist of the above mentioned wares, all relating to employee benefit plans, pension plans and pension funds

Seminars, lectures and online courses to inform and educate individuals on techniques, practices, strategies for administration, compliance, governance, funding, plan design and investments for employee benefits plans, pension fund and pension plan management