ASCENSUS ALWAYS HAVE A PLAN

Recordkeeping for retirement plans, retirement accounts, health savings accounts and benefit plans for others; recordkeeping for college savings plans

Providing retirement account financial information by telephone and via the Internet; administration of retirement plans, retirement accounts, health savings accounts and benefit plans for others; providing information dealing with finances, investments, and retirement financial planning; [ actuarial services; ]providing information about [ insurance enrollment, ] retirement plans, investment and financial planning; trustee services for retirement plans, benefit plans and trusts; [ financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others; ] financial administration of college savings plans; financial transaction processing; providing investment account financial information via the Internet; financial services, namely, a service that allows employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; investment fund services featuring acceptance of monetary contributions to investment accounts; financial retirement plan consulting services