ON

Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; financial administration of retirement and employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, namely, retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset management, namely, asset allocation; providing financial asset management, namely, asset allocation customized to an individual's goals and risk tolerance; all of the foregoing provided via various means, namely, the Internet, global networks, social media websites, mobile phone applications, blogs, telephone, in person, e-mail and facsimile, and to various organizations, namely, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations