Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting...

Financial advice

Board games

Fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation; providing information on the topics of fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation via a global computer network

financial guarantee and surety services, namely, arranging and procuring insurance and surety bonds for entities maintaining pension, non-defined pension and retirement funds or plans

UNDERWRITING OF LIFE AND OF HEALTH INSURANCE

Advice relating to investments

Investment consultancy; Investment consultation; Fund investment consultation

Computer Program for Microcomputer Based Estate Accounting

computer software for fiduciary accounting system for trusts and estates reporting and operating manuals associated therewith

Investment Management

Fiduciary representatives

Advice relating to investments

Business records management

Financial investment advisory services, namely, evaluation and analysis of factors for investment selection

Investment Management

Investment Management

APPLICATION SERVICE PROVIDER IN THE FIELDS OF INVESTMENT EDUCATION AND ADMINISTRATIVE COMPLIANCE FOR QUALIFIED RETIREMENT PLANS

APPLICATION SERVICE PROVIDER IN THE FIELDS OF INVESTMENT EDUCATION AND ADMINISTRATIVE COMPLIANCE FOR QUALIFIED RETIREMENT PLANS

Financial planning and investment advisory services

Providing an interactive website featuring technology that allows users to interact with an AI assisted financial advisor

Application service provider featuring application programming interface (API) software for performing compliance checks for artificial intelligence software systems and for employees; Software as a service (SAAS) services featuring software for performing compliance checks for artificial intelligence software systems and for employees; Software as a service (SAAS) services featuring software for monitoring and reporting on regulatory compliance

Financial and investment services, namely, financial portfolio management services, investment advisory services, financial planning services, and investment management services

Financial analysis and consultation

Insurance consultation; Consulting services in the field of employee benefit plans concerning insurance and finance; Providing counseling and consulting in the field of healthcare insurance benefits; Insurance risk management

portfolio construction; risk control; cost control; and macroeconomic analysis strategy

Fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation; providing information on the topics of fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation via a global computer network

Financial administration of retirement plans; Financial consultation; [ Financial management; Financial management of employee pension plans; ] financial administration of payroll tax debiting services [ , and employee benefit savings security accounts, namely, flexible spending accounts and COBRA plans [ ; and financial advisory services provided to employers in the field of employee benefits programs ] ]

Financial investment evaluation services namely, providing help to fiduciaries to fulfill responsibilities over a contract term

financial and investment advisory services; fiduciary services

Financial analysis and consultation

[ Printed insurance application forms, investigative questionnaires and instruction manuals ]

printed insurance application forms, investigative questionnaires and instruction manuals

printed insurance application forms, investigative questionnaires and instruction manuals

PUBLICATIONS FOR COMPLIANCE WITH LEGAL AND ACCOUNTING REQUIREMENTS

Educational services, namely, providing training programs, workshops, webinars, and seminars in the field of fiduciary responsibility, best practices concerning financial planning, fiduciary compliance, financial investment, fiduciary responsibility and financial portfolio management and issues relating to divorce, business succession, pension planning, estate planning, charitable gift planning, retirement, benefits, and stock arrangements

Providing information and counseling services concerning financial planning related to divorce, business succession, pension planning, estate planning, charitable gift planning, retirement, benefits, and stock arrangements; Providing information and consulting concerning financial planning related to divorce, business succession, pension planning, estate planning, charitable gift planning, retirement, benefits, and stock arrangements

Downloadable electronic publications, namely, reports, summaries and analyses in the field of financial retirement planning

Downloadable electronic publications, namely, reports, summaries and analyses in the field of retirement planning

investment management services

Investment of funds for others

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bo...

Financial advisory services; Financial consultancy; Financial consulting; Financial planning; Financial consultation; Financial planning consultation; Financial risk management consultation; Financial risk assessment services; Financial wealth management services; Providing on-line financial calculators; Financial information and evaluations; Financial planning for retirement; Provision of financial information; Strategic financial advisory services; Providing a web site featuring personal fi...

Financial analysis and consultation; financial management; financial planning; financial portfolio management; insurance consultation and brokerage services in the field of life insurance; consultation and administration of employee pension plans and employee and executive benefits plans

Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment se...

Retirement plan services, namely, fiduciary, compliance, custodial, and record keeping services to retirement plans

Financial planning, investment advisory, and financial administration of retirement plan services

Financial record-keeping for compliance with regulatory requirements

Business management consulting and advisory services for the company's responsible plan fiduciaries 401k/403b retirement plan industry

Investment consultation