90341042
Nov 24, 2020
Fiduciary services, namely, fiduciary representative services; outsource service provider of financial administration of retirement plan services for 401K retirement and investment plans; consulting services in the field of retirement plan investment; financial planning for retirement; financial services, namely, financial administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash and other types of financial investments in retirement plans; outsource service provider in the field of financial administration of retirement plans
Insurance and FinancialSoftware as a service (SAAS) services featuring software for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans; Platform as a service (PAAS) featuring computer software platforms for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans
Computer and ScientificFiduciary compliance consulting, namely, consulting in the field of federal regulations governing investment advisory activities
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