GUIDELINE RK

Transaction processing, recordkeeping, administration and management services for the administration of retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans for others; preparation of financial reports for others; financial records management for others

Computer software; downloadable computer software; downloadable computer software for financial transaction processing, recordkeeping, administration and management of retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans

Financial services; financial administration of retirement plans; fiduciary services; fiduciary services, namely, fiduciary representative services

Computer services; platform as a service (PaaS) services; platform as a service (PaaS) services featuring software for financial transaction processing, recordkeeping, administration and management of retirement plans and accounts, investment plans and accounts, health savings accounts, and benefit plans