UNIFIED INCOMEPLAN

Owners

Goods & Services

Investment consultation; fund investment consultation; capital investment consultation; funds investment; mutual fund investment; investment of funds for others; retirement fund investment services; investment management; management of private equity funds; financial asset management; wealth management services; financial planning; financial analysis; providing financial information by electronic means; providing personalized financial investment information; providing financial investment information in the field of retirement planning; providing financial information relating to the transition from work to retirement; financial investment account management by means of wireless communication devices and by means of the Internet; research in the field of financial investments and finance; financial information services, namely, providing retirement plan sponsors with financial information, information about retirement planning, investment account information, and information about mutual fund performance; donor advised investment of funds for charitable purposes; providing financial information about employee stock option plans to participants and potential participants in such plans; financial administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; financial consultation services rendered to employers with respect to the design and administration of employee benefit plans; financial and actuarial consulting services; providing personalized financial investment information by electronic mail; providing online information about financial securities; providing an online database featuring financial information of general interest to investors