OFFICIAL SPONSOR OF RETIREMENT

Owners

Goods & Services

[ INSURANCE AND ] FINANCIAL SERVICES, NAMELY, [ LIFE INSURANCE AND ANNUITY UNDERWRITING, INSURANCE AND ] ANNUITY ADMINISTRATION, FINANCIAL MANAGEMENT AND BROKERAGE SERVICES FOR ALL TYPES OF [ INSURANCE, ] ANNUITIES; [ INSURANCE ] CLAIMS ADMINISTRATION AND PROCESSING; [ INSURANCE CONSULTATION; MUTUAL FUND MANAGEMENT SERVICES; MUTUAL FUND INVESTMENT, ADVISORY, ] DISTRIBUTION, ANALYSIS, PLANNING, DEVELOPMENT, BROKERAGE AND ADMINISTRATION SERVICES; [ MUTUAL FUND INVESTMENT CONSULTATION SERVICES; INVESTMENT OF FUNDS FOR OTHERS; INVESTMENT CONSULTATION, ] MANAGEMENT, BROKERAGE [ , AND ADVISORY ] SERVICES; [ INVESTMENT ADVICE; ] FINANCIAL INVESTMENT IN THE FIELDS OF ANNUITIES, SECURITIES, DERIVATIVES [ , REAL ESTATE, PRIVATE PLACEMENTS, FUNDING AGREEMENTS, AND VENTURE CAPITAL ] ; FINANCIAL SERVICES, namely, [ CONSULTATION, ] ANALYSIS, PLANNING, AND MANAGEMENT SERVICES IN THE FIELD OF ANNUITIES [ ; MAINTAINING ESCROW ACCOUNTS FOR INVESTMENTS; INVESTMENT AND FINANCIAL ADMINISTRATION OF EMPLOYEE PENSION PLANS; FUND INVESTMENT CONSULTATION; CAPITAL INVESTMENT CONSULTATION; INVESTMENT MANAGEMENT SERVICES ]