Jude C. Metcalfe

Archimedes Systems, Inc. designs and develops customized web and mobile-based retirement planning support tools. It offers applications for retirement, personal finance, education funding, and employee communications. The company was founded in 1991 and is headquartered in Quincy, MA.

Founded in 1992, SS&C Financial Services International Ltd. is a part of SS&C Technologies Holdings, Inc. that provides investor record keeping and transfer agency services. The company is based in Basildon, UK.

DST Asset Manager Solutions, Inc. provides transaction data processing services. The firm is a subsidiary of West Side Investment Management, Inc. Boston Financial provides outsourced services such as routing and processing of incoming mail, tax and organizational reporting, regulatory compliance and share holder services. It has offices in Boston and Kansas. The firm was founded in October 1973 and is headquartered in Quincy, Massachusetts.

Part of Prudential Financial, Inc., Prudential Securities Credit Corp. LLC provides financial services.

Part of PricewaterhouseCoopers International Ltd., Kwasha Lipton LLC is a benefits management consulting company. The company is based in Fort Lee, NJ. Kwasha Lipton was acquired by Coopers & Lybrand LLP on January 13, 1997 for $79 million.

Financial Administration Services Ltd. provides investment portfolio management services for private individuals. It offers mutual fund, stock brokerage, financial consulting and investment advisory services. The company was founded on April 19, 1982 and is headquartered in Tonbridge, the United Kingdom.