LIFEPATH PAYCHECK

Owners

Goods & Services

Providing financial indices of financial and investment instruments, namely, select securities to enable consumers to evaluate investments and market trends in the securities market; Accounting services for target date funds and separately managed accounts

Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and financial investment information, financial and investment management, and financial and financial investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, financial evaluation, analysis, and comparison in the nature of financial analysis of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring financial information and links relating to investment management services, and financial risk management; Financial and financial investment information provided by electronic means; Pooled fund investment and financial management, funds investment, financial analysis, and financial consultation in the field of securities, real estate, pooled funds; financial products services, namely, financial investment brokerage, distribution of, financial administration of, financial management of, and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes