Financial services, namely, record keeping and administration of benefit, pension and retirement plans; and mutual fund investment management, distribution and investor recordkeeping services and distribution

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith