Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes in connection with retirement plans, education savings plans, and financial accounts; Financial administration of retirement plans, education savings plans, and financial accounts for others.

'account':26,37 'administr':28 'asset':9 'connect':17 'custodi':2 'educ':21,32 'financi':1,8,13,25,27,36 'maintain':5 'manag':14 'name':4 'other':11,39 'plan':20,23,31,34 'possess':6 'purpos':15 'retir':19,30 'save':22,33 'servic':3

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