INVESTMENT PROVIDER XCHANGE

Administration of employee benefit plans concerning insurance and finance; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial administration of retirement plans; Financial trust administration; Financial trust operations; Individual retirement account services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Tax payment processing services; Trust services, namely, investment and trust company services

Platform as a service (PAAS) featuring computer software platforms for use by retirement industry service providers for trust accounting and financial transaction processing, administration and recordkeeping; customizing computer software; technical support services, namely, troubleshooting of computer software problems