Business marketing and consulting services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; marketing advisory services in the fields of retirement plans, their sponsors, participants and service providers, financial planning, and employee benefits; consulting services in the field of practice management for retirement plan consultants and advisors; providing business planning and marketing solutions for retirement plan consultants and advisors.

Financial consulting and advisory services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial retirement plan consulting services; providing information and advice in the fields of finance, investment products, financial valuations, and the financial aspects of retirement; providing a resource website featuring education and information in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial due diligence services in the fields of investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing information and analysis in the fields of investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans.

Business education and training services, namely, providing educational conferences, seminars, online training sessions, webinars, materials and online non-downloadable videos in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; interactive online training services in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; providing training for retirement plan consultants and advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits.

Providing a members-only website featuring technology that provides members, including financial services firms and their users, with the ability to obtain information, materials and analysis regarding retirement plans, their sponsors, participants and services providers, advisory services to retirement plans and their sponsors and participants, investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing an interactive website featuring technology that allows users to access, analyze and synthesize information and generate reports for their use in providing advisory services and related analyses, advisory and retirement planning services; providing technology consulting and services in the fields of retirement plans, advisory services, financial planning, and employee benefits.