ERISASSIST Trademark

Providing an online searchable proprietary database featuring non-downloadable publications in the nature of educational course materials in the field of employer-sponsored retirement plans

Providing an online searchable proprietary database featuring information, educational information, and resources, namely, plan cost and fee analysis tools

Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for required participant communications, disclosures, and notices in the field of employer-sponsored retirement plan administration and compliance with federal retirement plan regulations in the nature of 403(b) qualified plans, defined benefit plans, non-qualified deferred compensation plans, and cash balance plans; Providing a website featuring a search engine for internet content in the nature of obtaining information, educational information, and professional resources, namely, non-downloadable software tools for data analytics, plan design modeling, regulatory compliance tracking, fiduciary risk scoring, automated audit questionnaires, interactive dashboards and plan benchmarking tools, digital compliance checklists and workflows, plan document templates, automated regulatory update alerts, and searchable databases featuring plan governance documentation, fiduciary compliance reports, and regulatory guidance summaries in the field of employer-sponsored retirement plans in the nature of 403(b) qualified plans, defined benefit plans, non-qualified deferred compensation plans, and cash balance plans; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning

Providing an online searchable proprietary database featuring information in the field of regulatory compliance in employer-sponsored retirement plan administration in the nature of 403(b) qualified plans, defined benefit plans, non-qualified deferred compensation plans, and cash balance plans; Providing an online searchable proprietary database featuring information, educational information, and resources, namely, fiduciary compliance tools

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation in the field of asset recordkeeping, 401(k) plans, individual retirement accounts (IRAs), and retirement savings plans in the nature of 403(b) qualified plans, defined benefit plans, and cash balance plans; Financial planning for retirement; Financial retirement plan consulting services; Financial advisory services in the field of wealth management; Financial administration of individual retirement accounts (IRAs) and 401(k) retirement plans; Financial consultation in the field of retirement plan compliance and fiduciary services; Providing an online searchable proprietary database featuring information, educational information, and resources, namely, financial data, financial plan analytics, retirement plan fee and expense benchmarking data, investment performance and expense data, investment comparison and benchmarking tools, financial data analysis tools being fiduciary fee reasonableness analysis tools, financial planning calculators, contribution and retirement savings financial calculators, plan-level asset and investment allocation information, and financial data concerning 401(k), PEP, MEP, and other employer-sponsored retirement plans in the nature of 403(b) qualified plans, defined benefit plans, and cash balance plans, all in the fields of financial planning for and financial administration of employer-sponsored retirement plans