GUIDELINE RK

Owners

Goods & Services

Platform as a service (PaaS) services featuring software used for processing financial transactions, recordkeeping, and administering and managing retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans

Financial recordkeeping for the administration of retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans for others; financial records management for others

Financial services, namely, assisting others with the completion of financial transactions by way of allowing employers and employees to sign up for and contribute to retirement and investment plans and accounts; financial services, namely, financial benefit plan transaction processing services; financial services, namely, funds transfer, financial custody and financial transaction execution and processing of orders for others; financial administration of retirement plans; fiduciary services, namely, providing fiduciary administration and management of retirement plans; fiduciary services, namely, fiduciary representative services; financial administration and management services for the administration of retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans for others; preparation of financial reports for others

Downloadable computer software used for processing financial transactions, recordkeeping, and administering and managing retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans