O3 DAILY PLATFORM

Owner

Goods & Services

Developing applications, software, and websites, for financial companies in the field of retirement plans and retirement benefits programs; Application service provider, namely, managing applications, software, and websites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of online, non-downloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration

Actuarial services; Financial administration of retirement plans; Providing a web site that assists financial professionals and plan sponsors in the management of retirement accounts; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processing, administering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign-on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place