DIVERSIFIED

Owners

Goods & Services

Fund investment services; administration of employer retirement plans, employee benefit plans, employee pension plans and employee pension investments; investment management services; financial services, namely, retirement planning services; providing others, including retirement plan advisors, plan sponsors and plan participants, with educational information and other information in the fields of financial planning and investing for retirement; investment management and administration of tax deferred annuity plans; financial information and financial planning services; investment management and administration of defined contribution plans, defined benefit plans and money purchase plans, profit sharing plans, 457 plans, cash balance plans, pension equity plans, Taft-Hartley and non-qualified deferred compensation plans and individual retirement accounts; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, telephone, and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations