PLAN INSIGHT

Owners

Goods & Services

Newsletters and magazines containing information about employee benefit plan and retirement plans, financial planning, investments and financial matters

Financial services, namely, providing employee benefit plan and retirement plan information, account information, employee benefit plan and retirement plan objectives and performance information, account performance information, and other information relating to investments; electronic notification services regarding employee benefit plan and retirement plan information, account information, employee benefit plan and retirement plan objectives and performance information and account performance information, and other information relating to investments and account transactions; financial planning for retirement and other financial issues; fund transfer services; employee benefit plan and retirement plan and account administration, management, and reporting services; providing information about employee benefit plan and retirement plan and account documents; financial planning and investment strategy information, financial and investment research and research tools; financial and investment news and links to other web sites featuring financial and investment information; collaborative communications regarding financial planning for investment and employee benefit and retirement accounts, investment and employee benefit and retirement objectives and performance; all by means of a web site on a global computer network