INDEPENDENT FIDUCIARY

Management and business consulting services in the field of fiduciary and regulatory compliance and governance related to retirement plan administration

Providing a web site featuring guidance in the field of retirement plan administration; fiduciary services, namely, fiduciary representative services

Educational services, namely, fiduciary training

Software as a service (SAAS) services featuring web-based software designed for guiding fiduciary and regulatory compliance in the area of retirement plan administration

Regulatory compliance auditing; providing a web site featuring guidance in the field of fiduciary compliance