99066639
Mar 4, 2025
Downloadable software in the nature of interactive mobile applications providing information, advice and content, and access to information, advice and content, in the fields of investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable publications, namely, papers, reports, studies and white papers, in the fields of retirement, retirement income, retirement planning, retirement plans and saving
Electrical and Scientific ApparatusFinancial advisory services relating to employee retirement plans, namely, providing information regarding retirement plans accounts in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; administration of employee retirement plans for others; record keeping in connection with employee retirement plans for others; electronic processing of contributions, disbursements and related transactions in connection with employee retirement plans for others; funds investment services; Financial management in the field of employee retirement plans; administration services for the implementation of employee retirement plans
Insurance and FinancialEducational services, namely, providing online seminars, workshops and training in the field of retirement planning and retirement plans and printable materials in connection therewith; educational services, namely, providing on-line newsletters and non-downloadable publications in the nature of articles and brochures in the field of retirement planning
Education and EntertainmentProviding temporary use of on-line non-downloadable software that enables financial advisors to create reports that compare and assess the performance of qualified retirement plans. Providing a secured-access website featuring technology that gives employee retirement plan sponsors the ability to download documents in the field of retirement planning for the purpose of distributing such content to employee retirement plan participants
Computer and Scientific