Serial #98500958 Trademark

Outsourcing services in the nature of arranging service contracts from others in the field of retirement plan administration, including, financial record keeping, records management, notices to participants, distribution processing, payroll consolidation, and monitoring of eligibility dates; providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; preparation of reports relating to finance and investments provided via various means, which may include but are not limited to, the Internet, global networks, telephone, and facsimile; business consultation; Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; administration of employee benefit plans concerning employer sponsored retirement plans, defined contribution plans, defined benefit plans, pooled employer retirement plans and other related plans; Financial record-keeping for employer sponsored retirement plans, defined contribution plans, defined benefit plans, and pooled employer retirement plans

Pens, printed note pads, stationery, writing pads, printed holiday cards, printed invitation cards, printed invitations, letterhead paper, printed notebooks, blank writing journals, paperweights, paper name tags, memo pad, printed note cards, blank note cards, printed greeting cards, printed posters, printed business cards, printed paper signs, printed paper signs, namely, table tents; markers, adhesive materials for office use, namely, adhesive note paper; printed business forms, paper envelopes for packaging, paper name badges, paper report covers, paper table linens, printed certificates, printed forms

Financial services, namely, underwriting and administration of life and health insurance and annuity products; investment management and advisory services; investment advice; mutual fund brokerage and distribution services; financial management services, namely, management of mutual funds; retail stock brokerage services; financial retirement planning; financial administration of retirement plans and employee pension plans; insurance agency and brokerage services; fund investment services; providing financial information in the fields of recordkeeping and administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; providing a website featuring financial information in the fields of financial retirement planning, retirement savings, retirement investing; administration of employee benefit plans concerning insurance and finance; financial administration of retirement plans and employee pension plans, defined contribution plans, defined benefit plans and money purchase plans; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; financial management, namely, providing financial asset allocation; financial management, namely, providing financial asset allocation customized to an individual's risk tolerance; financial retirement plan consulting services to employer-sponsored retirement plans; fiduciary investment advice to employer-sponsored retirement plans; providing financial information for participants concerning employer-sponsored retirement plans and financial administration of employer-sponsored retirement plans; underwriting, issuance and administration of stable value investments; brokerage of, issuing and administration of final expense life insurance

Educational services, namely, conducting workshops, online classes, seminars, and conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial educational information in the fields of financial retirement planning, retirement savings and retirement investing; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; organization and conducting sports tournaments as an event sponsor