Providing shareholder and participant record keeping services, information tabulation services, data processing services, [ telemarketing services, direct mail advertising and mail sorting, ] handling and receiving services for mutual fund and non-mutual fund issuers of securities and for retirement pension and profit sharing plans; educational savings services, namely, providing participant record keeping services for educational savings plans; business disaster recovery services, namely, providing alternate business facilities to third parties whose operations are affected by natural or other disasters

Providing transfer agency services for mutual fund and non-mutual fund issuers of securities; financial services, namely, settlement administration services, namely, administering and distributing regulatory required settlements and class action settlements; financial services, namely, administration and management of retirement and contractual plans; providing cash management services for mutual fund and non-mutual fund issuers of securities and for retirement, pension and profit sharing plans