AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

Class 035: Association services, namely, promoting the interests of pension and retirement income professionals; Charitable services, namely, promoting public awareness of retirement issues; Advertising services; Organizing business networking events in the field of retirement; Class 041: Organizing events in the field of retirement for cultural or educational purposes; Non-downloadable electronic publications in the nature of newsletters, magazines, journals, reports, and books in the field of retirement; Educational services, namely, conducting courses, workshops, seminars, conferences, and webcasts for professionals in the field of retirement and distribution of course material in connection therewith; Class 042: Testing, analysis, and evaluation of the knowledge, skills and abilities of others in the field of retirement to determine conformity with certification standards; Class 045: Political lobbying services

Education services, namely, providing seminars and training for professionals in the field of retirement planning and cash balance retirement plans; Development of voluntary standards for professionals in the field of retirement planning and cash balance retirement plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement planning and cash balance retirement plans to determine conformity with certification standards

Providing an online searchable proprietary database featuring information, educational materials, and resources in the field of employer-sponsored retirement plans; Providing an online search service that provides access to a proprietary database featuring information, educational materials, and resources in the field of employer-sponsored retirement plans

Non-downloadable electronic publications in the nature of books in the field of employer-sponsored retirement plans; Printed publications in the nature of books in the field of employer-sponsored retirement plans; "BOOK"

"401(K)"

Education services, namely, providing seminars and training for professionals in the field of retirement plan sales and retirement plan relationship management | Development of voluntary standards for professionals in the field retirement plan sales and retirement plan management; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement plan sales and retirement plan management to determine conformity with certification standards

Education services, namely, providing seminars and training for professionals in the field of retirement plan sales and retirement plan relationship management; 401(K) SPECIALIST; Development of voluntary standards for professionals in the field retirement plan sales and retirement plan management; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement plan sales and retirement plan management to determine conformity with certification standards

Downloadable electronic educational publications in the nature of course and study materials, namely, e-learning modules, study guides, interactive case studies, and practice assessments in the field of employer-based financial retirement plans | Education services, namely, providing seminars and training for professionals in the field of employer-based financial retirement plans, and distributing course material in connection therewith; provision of continuing education for professionals, namely, providing live and online professional education courses in the field of employer-based financial retirement plans, and distributing course material in connection therewith | Development of voluntary standards for professionals in the field of employer-based financial retirement plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of employer-based financial retirement plans to determine conformity with certification standards

Education services, namely, providing test preparation training courses for professionals in the field of defined contribution retirement plans for purposes of meeting certification standards | Development of voluntary standards for professionals in the field of qualified defined contribution retirement plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of qualified defined contribution retirement plans to determine conformity with certification standards

Education services, namely, providing training courses for professionals in the field of nonqualified deferred compensation plans | Development of voluntary standards for professionals in the field of nonqualified deferred compensation plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of nonqualified deferred compensation plans to determine conformity with certification standards

Education services, namely, providing training courses for professionals in the field of qualified defined contribution plans | Development of voluntary standards for professionals in the field of qualified defined contribution plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of qualified defined contribution plans to determine conformity with certification standards

Educational services, namely, providing seminars and training in the field of retirement and pension plans, and the distribution of course materials in connection therewith | Development of voluntary standards for educating others in the field of retirement and pension plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of advising plan participants about retirement and pension plans to determine conformity with certification standards

Educational services, namely, providing classes, seminars, and workshops in the fields of investing using environmental, social, and governance principles, and distribution of course materials in connection therewith; organizing and conducting educational conferences, seminars, and webcasts in the fields of investing using environmental, social, and governance principles; non-downloadable electronic publications in the nature of newsletters and magazines in the fields of investing using environmental, social, and governance principles | Testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of investing using environmental, social, and governance principles to determine conformity with certification standards

Educational services, namely, providing seminars and training for professionals in the field of retirement plan administration | Developing and administrating standards and procedures for certifying professionals in the field of retirement plan administration

Educational services, namely, providing seminars and training for professionals in the field of retirement plan administration | Developing and administrating standards and procedures for certifying professionals in the field of retirement plan administration

Educational services, namely, providing seminars and training for professionals in the field of retirement plan administration | Developing and administrating standards and procedures for certifying professionals in the field of retirement plan administration

Magazines in the field of tax-advantaged retirement savings plans, delivered via e-mail

"CERTIFIED PLAN FIDUCIARY ADVISER"

"INDIVIDUAL RETIREMENT ADVISER ASSOCIATION"

Downloadable electronic publications in the nature of books, [ newsletters, ] magazines, study guides, brochures, pamphlets, journals, and reports in the fields of pensions and retirement income

Educational services, namely, providing classes, seminars, and workshops in the fields of pensions and retirement income, and the distribution of course materials in connection therewith; organizing and conducting educational conferences, seminars, and webcasts in the fields of pensions and retirement income, and the distribution of course materials in connection therewith; non-downloadable electronic publications in the nature of newsletters, magazines, journals, and reports in the fields of pensions and retirement income; Association services promoting the interests of pension and retirement income professionals; lobbying services, namely, promoting the interests of pension and retirement income professionals in the fields of legislation and regulation and promoting the preservation and enhancement of the private pension system; non-profit charitable services, namely, promoting public awareness of retirement issues; advertising services; organizing and conducting business conferences in the field of retirement; "ASSOCIATION"; Accreditation services, namely, developing, evaluating, and testing standards for pension and retirement income professionals for the purpose of accreditation

"AMERICAN" AND "COUNCIL"

Public advocacy to promote awareness of the importance of protecting retirement savings accounts and tax incentives associated with such accounts

"SUMMIT"

Printed publications, namely, books, newsletters, journals, brochures, pamphlets, and reports in the fields of pensions, retirement income and employee benefits | Association services, namely, promoting public awareness of pensions, retirement income and employee benefits; lobbying services, namely, promoting the interests of pension, retirement income, and employee benefits professionals in the fields of legislation and regulation and promoting the preservation and enhancement of the private pension system | Educational services, namely, classes, seminars, workshops and conferences in the fields of pensions, retirement income and employee benefits, and the distribution of course materials in connection therewith

"401(K)"