| Goods and Services | Financial services, namely, administration and management of Pooled Employer Plan (PEP) retirement accounts; Investment management services; investment management of funds; pension and pension fund investment management namely, financial management and financial administration of corporate pension plans; portfolio investment management; stock investment management; investment advice services; real estate investment management; pension services, namely, providing annuity services not constituting insurance in the nature of investment management and investment advice for annuity providers; Financial analysis and consultation services in the nature of providing market analyses to enable active management of investments in the field of qualified and nonqualified retirement programs and investments for others; Investment management and investment advisory services; Trustee financial services, namely financial, asset management, trustee services; Financial management, benefit plan administration, benefit plan information management, trust information and documentation management, trust administration support services and benefit plan administration support services; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Investment advice related to 401(k) investments, including mutual funds, separate accounts and CITS; Investment management; Investment of funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Public equity investment management; Financial investment services, namely, fund investment consultation, investment advice, investment fund and partnership fund investment advice, investment fund transfer and transaction services, investment management services, investment administration services; Financial services, namely, pension plan consulting and administration services, 401(K) plan consulting and administration services, and profit-sharing plan consulting and administration services; and Financial information services in the nature of a distinctive and unique investment education program, designed specifically for use by IRC Section 401(k) retirement plan sponsors, to help them meet the participant education requirements of IRC Section 404(c); features a general description of investment types, performance histories, risk and risk management, financial information services provided by slide transparencies, prerecorded video tapes, printed booklets and computer programs. |
