ULTIMATE (K)

Financial services, namely, underwriting and administering annuities, insurance and defined contribution plans; Investment management services for funding retirement; Retirement services, namely, administration of employee benefit plans; administration of pension plans and defined-contribution retirement plans; administration of qualified and non-qualified retirement plans; mutual fund brokerage, investment and distribution services; financial planning services; estate planning services; investment advisory services; providing information in the fields of insurance, financial services and investment by electronic means; Investment consultation services for selecting and evaluating retirement investment options

Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of selecting and evaluating retirement investing options and distributing course materials in connection therewith