financial and investment management, advisory, consultation and information services in the field of retirement planning; namely assisting retirement plan holders with transferring funds to an individual retirement plan by completing necessary forms, contacting plan sponsors and managing the transfer via telephone or the Internet

financial and investment management, advisory, consultation and information services in the field of retirement planning; namely assisting retirement plan holders with transferring funds to an individual retirement plan by completing necessary forms, contacting plan sponsors and managing the transfer via telephone or the Internet