LISTENS. LEADS. DELIVERS.

Pre-recorded DVDs for educational purposes in the field of employer-sponsored retirement plans; and downloadable webinars for educational purposes in the field of employer-sponsored retirement plans; downloadable electronic newsletters in the field of employer-sponsored retirement plans

Administration of employer-sponsored financial retirement plans

Educational services, namely, conducting seminars in the field of employer-sponsored retirement plans and distribution of printed materials in connection therewith in hard copy or electronic format on the same topic

Reviewing standards and practices to assure compliance with laws and regulations in the field of employer-sponsored retirement plans