FIDELITY PLANALIGN

Owner

Goods & Services

Software as a service (SaaS) services featuring non-downloadable software for designing, modeling, simulating, analyzing, scoring, and benchmarking defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing temporary use of online non-downloadable software for configuring plan design parameters, namely employer match formulas, automatic enrollment and escalation settings, and vesting schedules; providing temporary use of online non-downloadable software for generating comparative analytics, decision-support reports, and forecasts regarding plan cost, participant engagement, retirement readiness, and the effects of plan design choices on employee recruitment and retention for plan sponsors.

Financial consulting and financial analysis services in the field of defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing financial information via an online portal regarding cost modeling, benchmarking, peer comparisons, and scenario analysis for retirement plan design; financial advisory services being assisting plan sponsors with evaluating and selecting retirement plan design options based on budget, compliance, participant engagement, retirement readiness, and the anticipated impact on employee recruitment and retention.