LIFESTAGE

Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; Downloadable mobile software for investment services in the nature of advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; Computer software for use in electronic trading of securities and portfolio management in the fields of finance, saving, investing, investments, and asset management; Computer software for managing investment portfolios; Computer software for maintaining, managing and reporting financial information; Computer software for initiating, processing and tracking financial transactions; computer software for use by investment fund administrators to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Computer software for use in obtaining access to an internet web site which provides news, information, transaction capability and online financial services; Computer software for use in enhancing the user's experience using internet web site by providing tools for delivering news, information, transaction capability and online financial services; Computer software for use by retirement plan sponsors to transmit and receive account information and other information by means of an online connection; Computer software for use by financial investment advisors in portfolio allocation, and portfolio rebalancing; all for use in connection with pension, retirement, and other employee benefit plan accounts for clergy and employees of churches and other church-related entities, and the beneficiaries of those individuals

Financial services, namely, management and administration of employee pension plans and retirement plans; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others in the field of retirement planning; Investment management services, namely, developing customized investment strategies for the retirement investments based on individual attributes, offering resources for retired employees to manage asset allocation; financial planning and investment advisory services; Providing online financial investment advisory services and information related to financial investment and financial planning for retirement, and financial transaction capacity; all for use in connection with pension, retirement, and other employee benefit plan accounts for clergy and employees of churches and other church-related entities, and the beneficiaries of those individuals