PLANSPONSOR INSTITUTE

Print materials, namely, testing materials for retirement and investment professionals in the fields of retirement and investments, diplomas; publications, namely, educational texts and textbooks featuring instructional material and test preparation materials for retirement and investment professionals in the fields of retirement and investments

Education and training, namely, providing courses of instruction in the fields of retirement and investments for retirement and investment professionals; providing educational testing for retirement and investment professionals; arranging and conducting educational conferences, seminars and meetings for retirement and investment professionals; and providing online information about education for retirement and investment professionals

Providing temporary use of non-downloadable software featuring instructional materials, coursework, and tests for retirement and investment professionals