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Owners

Goods & Services

Outsourcing services in the nature of arranging service contracts for others in the field of retirement plan administration, namely, providing financial record keeping, records management, notices to participants, distribution processing, payroll consolidation, and monitoring of eligibility dates; providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; preparation of reports relating to finance and investments said services provided via the Internet, global networks, telephone, and facsimile; business consultation; Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and facsimile; financial recordkeeping for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans and funds investment transactions

Financial services, namely, underwriting and brokerage of life and health insurance and underwriting and distribution of annuities; investment management and advisory services; investment advice; mutual fund management, brokerage, and distribution services; stock brokerage services for retail stocks; financial retirement planning; financial administration of retirement and pension plans; insurance agency and brokerage services; financial administration of defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the field of administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and facsimile; providing a website featuring information and educational information in the fields of financial retirement planning, retirement savings, retirement investing; financial administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and investment funds; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation management; providing financial asset allocation management customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, social media, telephone, in person, digitally, automated, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations