Richard E. Stierwalt

National Investment Managers, Inc. engages in the provision of financial services. Its services include third party retirement plans, administration services, and selling insurance and annuity products. The company was founded in April 1981 and is headquartered in Dublin, OH.

Duncan Capital Financial Group, Inc. provides pension consulting and administration services. It focuses primarily retirement plans, financial, and investment advisory services to small and medium sized businesses. The company was founded on November 2004 and is headquartered in New York, NY.

United Benefits & Pension Service, Inc. Functions as a Pension/Retirement Fund. It consolidates retirement benefit plan outsourcing and technology. The company was founded in 2006 and is headquartered in New York, NY.

Associated Third Party Administrators, Inc. provides employee benefit plan administration services. It offers administrative services to labour/management trust funds and public employee/employer benefit plans. The company was founded in January 1994 and is headquartered in Alameda, CA.

The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY.

Orbitex Financial Services Group provides investment advisory services for mutual funds. The private company is based in New York, NY and has subsidiaries in the United States.

Part of Citigroup, Inc., Concord Holding Corp. is a mutual fund concern. The company is based in New York, NY. Concord Holding was acquired by The BISYS Group, Inc. on March 29, 1995 for $120 million.