FIDELITY PLANALIGN

Financial consulting and financial analysis services in the field of defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing financial information via an online portal regarding cost modeling, benchmarking, peer comparisons, and scenario analysis for retirement plan design; financial advisory services, namely assisting plan sponsors with evaluating and selecting retirement plan design options based on budget, compliance, *participant engagement, retirement readiness, and the anticipated impact on employee recruitment and retention.

Software as a service (SaaS) services featuring non-downloadable software for designing, modeling, simulating, analyzing, scoring, and benchmarking defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing temporary use of online non-downloadable software for configuring plan design parameters, namely employer match formulas, automatic enrollment and escalation settings, and vesting schedules, and for generating comparative analytics, decision-support reports, and forecasts regarding plan cost, participant engagement, retirement readiness, and the effects of plan design choices on employee recruitment and retention for plan sponsors.