PENSIONSFIRST

Owners

Goods & Services

Administration of employee benefit plans concerning insurance and finance; Administration of employee pension plans; Business, stock option and pension valuation services; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial administration of retirement plans; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning for retirement; Financial risk management; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Individual retirement account services; Insurance actuarial services; Insurance and financial information and consultancy services; Insurance services, namely, underwriting, issuing and administration of life insurance; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Underwriting, issuance and administration of annuities