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

Printed insurance application forms, investigative questionnaires and instruction manuals

Business consulting and information services

Annuity underwriting

Financial Services namely services for qualified and non-qualified retirement plans for employee benefit plans, and administrative and record keeping services for qualified and non-qualified pension plans, trusts and individual retirement accounts

Providing business risk and reward information and a financial index relating to pension planning

computerized on-line investment information services

ADMINISTRATIVE, RECORD-KEEPING, AND INVESTMENT SERVICES IN CONNECTION WITH FUNDING VEHICLES FOR PENSION AND GROUP RETIREMENT PLANS

INVESTMENT PRODUCTS AND SERVICES

printed publications, namely, reports and pamphlets in the field of employee benefit programs

PERIODICALLY PUBLISHED SUBSCRIPTION NEWSLETTER

Conducting training programs for financial advisors and pension plan sponsors

Administration of (life insurance policies as they relate to the recovery of qualified or non-qualified plans liabilities through death benefits with a specific objective, enhance plan's financial statements and status) plans concerning insurance and finance

providing access to a computer database relating to valuation of pension benefits

Financial investment in the field of pension plans; insurance underwriting in the field of pension plans

financial investment in the field of pension plans; insurance underwriting in the field of pension plans

Computer database management software for enrollment, data processing, insurance and rate premium processing, claims and benefits administration, risk assessment and for managing technical support service information, all in the field of loan protection

Financial investment in the field of pension plans; insurance underwriting in the field of pension plans

magazine serving field of employee benefit funds, banks and trust companies and others allied to the field

magazine serving field of employee benefit funds, banks and trust companies and others allied to the field

Administering Pension Plans for Others

Investment Advisory Services

computer software design for others in the financial and retail field to provide 401(k) administration, record keeping, and related services to their business customers

computer programs for word processing, for creating spreadsheets and status reports, for data storage and data retrieval, for data sorting and formatting, for imaging, for printing, and for calculating, all relative to pension administration

Financial planning for retirement

LEASING COMPUTER PROGRAMS TO OTHERS IN THE PENSION MANAGEMENT FIELD

Pension plan administration services, financial management and analysis in the field of pension plans; fund investment services

Pension plan administration services, financial management and analysis in the field of pension plans; fund investment services

computer program for comparing investment options

administrative and investment management services for qualified retirement plans

financial services, namely, a service which provides custom tailored investment performance benchmarks for pension plans

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

PRODUCT WHICH OFFERS A FULL RANGE OF RETIREMENT PENSION PLUS TO THE SMALL BUSINESS MARKET UTILIZING A THIRD PARTY ADMINISTRATOR FOR PROTOTYPE PLANS, PLAN ADMINISTRATION TRUST SERVICES AND RECORDKEEPING

BANKING SERVICES

UNDERWRITING RETIREMENT PLANS

computer programs, pre-recorded audio tapes and downloadable audio files featuring spoken word sound recordings on retirement security and related issues; video game discs and video game software featuring issues on retirement security, computer mouse pads

Printed matter, namely, pamphlets and books in the field of retirement security

Internet based services for pension plan administration

Providing a service through a web-site on global computer networks permitting customers to generate customizable, printable documents relating to retirement plans and retirement plan investments, providing record keeping systems for retirement plans and retirement plan investments, permitting customers to order marketing materials relating to retirement plans and retirement plan investments; providing marketing materials for use by customers to market customer's retirement plans and providing...

FINANCIAL CONSULTING AND INVESTMENT ADVISORY SERVICES

INVESTMENT ADVISORY AND MANAGEMENT SERVICES

FINANCIAL PLANNING AND RETIREMENT PORTFOLIO MANAGEMENT, NAMELY, AN AUTOMATIC INVESTMENT ALLOCATION PROGRAM FOR PARTICIPANTS

online pension planning consultation services, namely providing a website featuring analysis of the pros and cons of a qualified joint survivor pension benefit versus a straight life annuity

consulting services targeted to companies related to employee retirement plans

newsletter published periodically on insurance, pensions, taxes and related matters

NEWSLETTER PUBLISHED PERIODICALLY ON INSURANCE, PENSIONS, TAXES AND RELATED MATTERS

Development of system to review pension/retirement plan calculations and provision of benefit consulting services at the request of employees as well as employers

insurance services, namely, insurance brokerage, insurance administration, and insurance consultation services; and financial services, namely, financial planning, financial management, financial investment advice in the field of pensions, and financial portfolio management