FUTURECHOICE

Owners

Goods & Services

Downloadable software in the nature of interactive mobile applications for providing information, advice and content, and access to information, advice and content, in the fields of investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable publications, namely, research papers, reports, research reports, and white papers, in the fields of retirement, retirement income, retirement planning, retirement plans and saving

Educational services, namely, providing online seminars, workshops and training in the field of retirement planning and retirement plans and providing printable materials in connection therewith; educational services, namely, providing on-line nondownloadable publications, namely, newsletters, articles and brochures in the field of retirement planning

Financial advisory services relating to employee retirement plans, namely, providing financial information regarding retirement plans in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; financial administration of employee retirement plans for others; electronic processing of financial contributions, disbursements and transactions in connection with employee retirement plans for others; funds investment services for others; Financial management in the field of employee retirement plans; financial administration services for the implementation of employee retirement plans

Providing account management information regarding retirement plans accounts in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; record keeping of advisor, sponsor and participant data in connection with employee retirement plans for others; data processing services related to contributions, disbursements and transactions in connection with employee retirement plans for others

Providing temporary use of on-line non-downloadable software that enables financial advisors to create reports that compare and assess the performance of qualified retirement plans. Providing a secured-access website featuring technology that gives employee retirement plan sponsors the ability to download documents in the field of retirement planning for the purpose of distributing such content to employee retirement plan participants