NEWKIRK

Owners

Goods & Services

Printed materials, namely plan documents, plan presentation materials, enrollment booklets and forms, articles of interest, brochures and newsletters all in the field of financial, tax, estate and retirement planning, retirement plans and health care plans; Newsletters for use in business development in the area of construction, employee benefits, estate and financial planning, business planning, law firm management, litigation support, medical practice management and not-for-profit organizations

Providing online non-downloadable electronic publications, namely, newsletters, booklets, articles of interest and brochures featuring plan documents, enrollment forms, presentation materials and educational materials related to health care plans and retirement plans

Administration of retirement plans; Financial information provided by electronic means, namely the retrieval and presentation of financial information to computer users via public communication conduits and computers; Providing financial information in the form of articles in the fields of financial, tax, estate and retirement planning for use by financial institutions who may reuse such articles on their websites and in their mailings to their customers

Software for modeling various financial scenarios; Downloadable electronic publications, namely, newsletters, booklets, articles of interest and brochures featuring plan documents, enrollment forms, presentation materials and educational materials related to health care plans and retirement plans

Commercial information agency providing business information and articles in the fields of financial, tax, estate and retirement planning which may be used to generate customized publications; On-line computerized data base management services, namely databases of mailing and distribution lists

Creation and provision of web pages to and for third party retirement plan providers to provide account information to retirement plan participants; Providing temporary use of on-line, non-downloadable software containing information and tools for use by providers of retirement and profit sharing plans in creating enrollment and investment education materials for use in connection with such plans; Providing temporary use of on-line, non-downloadable software containing information and tools for use by providers of health care plans in creating enrollment and health care education materials for use in connection with such plans; Website hosting services for retirement plan sponsors, namely, design, creation, hosting, and maintenance of websites for others in the field of retirement plan sponsors