ASCENSUS, LLC

Printed books in the field of savings and retirement; Printed forms

Providing on-line temporary use of non-downloadable software for use in retirement planning; Providing on-line temporary use of non-downloadable software for use in administering retirement plans and retirement accounts; Providing on-line temporary use of non-downloadable software for use in administering benefit plans for others; Providing on-line temporary use of non-downloadable software for use in administering savings plans and savings accounts; Providing on-line temporary use of non-downloadable software for electronic form generation in connection with retirement plans and retirement accounts; Providing on-line temporary use of non-downloadable software for electronic form generation in connection with benefit plans for others; Providing on-line temporary use of non-downloadable software for electronic form generation in connection with savings plans and savings accounts; Providing on-line temporary use of non-downloadable educational software featuring instruction in the field of retirement plans and retirement accounts; Providing on-line temporary use of non-downloadable educational software featuring instruction in the field of savings plans and savings accounts

Providing on-line temporary use of non-downloadable software for use in retirement planning; Providing on-line temporary use of non-downloadable software for use in administering retirement plans and retirement accounts; Providing on-line temporary use of non-downloadable software for use in administering benefit plans for others; Providing on-line temporary use of non-downloadable software for use in administering savings plans and savings accounts; Providing on-line temporary use of non-downloadable software for electronic form generation in connection with retirement plans and retirement accounts; Providing on-line temporary use of non-downloadable software for electronic form generation in connection with benefit plans for others; Providing on-line temporary use of non-downloadable software for electronic form generation in connection with savings plans and savings accounts; Providing on-line temporary use of non-downloadable educational software featuring instruction in the field of retirement plans and retirement accounts; Providing on-line temporary use of non-downloadable educational software featuring instruction in the field of savings plans and savings accounts

Printed books in the field of savings and retirement; Printed forms

Educational services, namely, conducting programs in the field of savings, benefits and retirement, and distributing course materials in connection therewith; Providing on-line newsletters in the field of savings, benefits and retirement

Promoting public awareness of the benefits of saving money and tax preferred accounts; Financial record-keeping for retirement plans and retirement accounts; Financial record-keeping for savings plans and savings accounts; Financial record-keeping for benefit plans for others

Downloadable electronic data files featuring benefit plan and retirement and savings account forms and documents; Downloadable software for viewing and managing retirement accounts; Downloadable software for viewing and managing savings accounts; Downloadable software for viewing and managing benefit plans; Downloadable software for providing information relating to retirement accounts; Downloadable software for providing information relating to savings accounts; Downloadable software for providing information relating to benefit plans

Downloadable electronic data files featuring benefit plan and retirement and savings account forms and documents; Downloadable software for viewing and managing retirement accounts; Downloadable software for viewing and managing savings accounts; Downloadable software for viewing and managing benefit plans; Downloadable software for providing information relating to retirement accounts; Downloadable software for providing information relating to savings accounts; Downloadable software for providing information relating to benefit plans

Promoting public awareness of the benefits of saving money and tax preferred accounts; Financial record-keeping for retirement plans and retirement accounts; Financial record-keeping for savings plans and savings accounts; Financial record-keeping for benefit plans for others

Educational services, namely, conducting programs in the field of savings, benefits and retirement, and distributing course materials in connection therewith; Providing on-line newsletters in the field of savings, benefits and retirement

Downloadable software for viewing and managing retirement accounts; Downloadable software for providing information relating to retirement savings

Financial and business record-keeping for retirement plans and retirement accounts; Financial and business record-keeping for savings plans and savings accounts; Financial and business record-keeping for benefit plans for others

Financial and business record-keeping for retirement plans and retirement accounts; Financial and business record-keeping for savings plans and savings accounts; Financial and business record-keeping for benefit plans for others

Administration of health savings account plans; Administration of retirement plans and retirement accounts; Administration of savings plans and savings accounts; Administration of financial benefit plans for others; Consulting services in the field of retirement plans and retirement accounts; Consulting services in the field of financial benefit plans; Consulting services in the field of savings plans and savings accounts; Providing information in the field of retirement plans and retirement accounts; Providing information in the field of insurance; Providing information in the field of financial planning; Providing information in the field of financial benefit plans; Providing information in the field of savings plans and savings accounts; Providing investment account financial information; Financial services, namely, a web-based portal developed to provide financial advisers with access to information on their clients' investment accounts; Financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others for recordkeeping, payment and disbursement purposes; Financial services, namely, a service assisting others with completion of financial transactions by way of allowing employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; Financial transaction processing, namely, financial benefit plan transaction processing services; Trustee services for retirement plans, benefit plans and trusts; Investment fund services featuring acceptance of monetary contributions to investment accounts; Financial and business record-keeping for retirement plans and retirement accounts; Financial and business record-keeping for savings plans and savings accounts; Financial and business record-keeping for benefit plans for others

Educational services, namely, classes, courses, and seminars in the fields of retirement planning, health savings accounts and benefit plans for others, and enrollment therein, and distributing course materials in connection therewith; training in the fields of retirement plans, benefit plans, and health savings accounts, and enrollment therein; "BENEFIT COMMUNICATIONS"

Recordkeeping for retirement plans, retirement accounts, health savings accounts and benefit plans for others; recordkeeping for college savings plans | Providing retirement account financial information by telephone and via the Internet; administration of retirement plans, retirement accounts, health savings accounts and benefit plans for others; providing information dealing with finances, investments, and retirement financial planning; actuarial services; providing information about insurance enrollment, retirement plans, investment and financial planning; trustee services for retirement plans, benefit plans and trusts; financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others; financial administration of college savings plans; financial transaction processing; providing investment account financial information via the Internet; financial services, namely, a service that allows employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; investment fund services featuring acceptance of monetary contributions to investment accounts; bill payment services; financial retirement plan consulting services

[ Computer software for calculating retirement options, goals and needs; educational computer software featuring instruction in the field of retirement plans and retirement savings; ] downloadable electronic data files featuring benefit plan, retirement account and health savings account forms and documents; pre-recorded digital media featuring benefit plan, retirement account and health savings account documents

promoting public awareness of the benefits of saving for college and tax preferred accounts

Providing retirement account financial information by telephone and via the Internet; administration of retirement plans, retirement accounts, health savings accounts and benefit plans for others; providing information dealing with finances, investments, and retirement financial planning; actuarial services; providing information about insurance enrollment, retirement plans, investment and financial planning; trustee services for retirement plans, benefit plans and trusts; financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others; financial administration of college savings plans; financial transaction processing; providing investment account financial information via the Internet; financial services, namely, a service that allows employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; investment fund services featuring acceptance of monetary contributions to investment accounts; bill payment services; financial retirement plan consulting services; Recordkeeping for retirement plans, retirement accounts, health savings accounts and benefit plans for others; recordkeeping for college savings plans

educational services, namely, classes, courses, and seminars in the fields of retirement planning, health savings accounts and benefit plans for others, and distributing course materials in connection therewith; training in the fields of retirement plans, benefit plans, and health savings accounts; educational services, namely, classes, courses, and seminars in the fields of investments, employee benefits, fringe benefits, insurance, retirement plans, and retirement accounts, and distributing course materials in connection therewith

[ Computer software for calculating retirement options, goals and needs; educational computer software featuring instruction in the field of retirement plans and retirement savings; ] downloadable electronic data files featuring benefit plan, retirement account and health savings account forms and documents; pre-recorded digital media featuring benefit plan, retirement account and health savings account documents

promoting public awareness of the benefits of saving for college and tax preferred accounts

educational services, namely, classes, courses, and seminars in the fields of retirement planning, health savings accounts and benefit plans for others, and distributing course materials in connection therewith; training in the fields of retirement plans, benefit plans, and health savings accounts; educational services, namely, classes, courses, and seminars in the fields of investments, employee benefits, fringe benefits, retirement plans, and retirement accounts, and distributing course materials in connection therewith

Providing temporary use of on-line non-downloadable cloud computing software for electronic form generation, data transmission and education in connection with benefit plans, retirement accounts and health savings account forms and documents; providing on-line temporary use of non-downloadable software for calculating retirement options, goals and needs; providing on-line temporary use of non-downloadable educational software featuring instruction in the field of retirement plans and retirement savings; providing on-line temporary use of non-downloadable software for use in administering health savings accounts; providing temporary use of non-downloadable software for use in changing and modifying health savings accounts and retirement accounts

Recordkeeping for retirement plans, retirement accounts, health savings accounts and benefit plans for others; recordkeeping for college savings plans | Providing retirement account financial information by telephone and via the Internet; administration of retirement plans, retirement accounts, health savings accounts and benefit plans for others; providing information dealing with finances, investments, and retirement financial planning; [ actuarial services; ]providing information about [ insurance enrollment, ] retirement plans, investment and financial planning; trustee services for retirement plans, benefit plans and trusts; [ financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others; ] financial administration of college savings plans; financial transaction processing; providing investment account financial information via the Internet; financial services, namely, a service that allows employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; investment fund services featuring acceptance of monetary contributions to investment accounts; financial retirement plan consulting services

"BENEFIT COMMUNICATIONS"

financial administration of qualified retirement plans, employee pension plans, and employee benefit plans and consultation related thereto

Class 036: financial administration of qualified retirement plans, employee pension plans, and employee benefit plans and consultation related thereto

Downloadable electronic forms used in connection with the administration and operation of retirement or savings plans | Printed forms used in connection with the administration and operation of retirement or savings plans

recordkeeping and administration of retirement plans, health savings accounts and benefit plans for others; recordkeeping and administration of retirement accounts for others; (( retirement plan trustee services; retirement plan custodial services, namely, holding, administering and transferring cash, securities, and other retirement plan assets; providing retirement account information by telephone and via the Internet )) | (( educational services, namely, classes, courses, and seminars in the fields of retirement planning and health savings accounts, and distributing course materials in connection therewith; training in the fields of retirement planning and health savings accounts )) | (( providing on-line temporary use of non-downloadable software for use in retirement planning and retirement education; providing on-line temporary use of non-downloadable software for use in changing and modifying retirement accounts ))

Educational services, namely, classes, courses, and seminars in the fields of retirement planning and health savings accounts, and distributing course materials in connection therewith; training in the fields of retirement planning and health savings accounts; [ Software for use in retirement planning and retirement education; ] providing downloadable electronic benefit plan, retirement account, and health savings account forms and documents; CD-ROMs containing benefit plan, retirement account, and health savings account forms and documents; Recordkeeping and administration of retirement plans, health savings accounts and benefit plans for others; recordkeeping and administration of retirement accounts for others; retirement plan trustee services; retirement plan custodial services, namely, holding, administering and transferring cash, securities, and other retirement plan assets; providing retirement account information by telephone and via the Internet; Providing on-line temporary use of non-downloadable software for use in retirement planning and retirement education; providing on-line temporary use of non-downloadable software for use in administering health savings accounts; providing temporary use of non-downloadable software for use in changing and modifying health savings accounts and retirement accounts

Class 041: Educational services, namely, providing comprehensive and interactive training seminars and workshops for financial institutions, regarding IRAs, IRA related tax laws and regulations, and how to assist customers in selecting and obtaining IRAs

IRA administration and management via a global computer information network

Class 036: [ Financial consultation in the area of investment and retirement planning, and ] information services provided by computer via the Internet dealing with finances, investments, and retirement financial planning

"401K"

CONSULTING IN THE FIELD OF HEALTH CARE INSURANCE, LIFE INSURANCE, DISABILITY INSURANCE AND DENTAL INSURANCE; ADMINISTERING AND ORGANIZING HEALTH CARE PLANS; INSURANCE ADMINISTRATION AND INSURANCE BROKERAGE IN THE FIELD OF LIFE INSURANCE, [ DISA BILITY ] * DISABILITY * INSURANCE, HEALTH CARE INSURANCE, AND DENTAL INSURANCE, AND ADMINISTERING 401K PLANS AND SECTION 125 CAFETERIA PLANS

CONSULTATION IN THE FIELD OF HEALTH CARE INSURANCE, LIFE INSURANCE, DISABILITY INSURANCE AND DENTAL INSURANCE; ADMINISTERING AND ORGANIZING HEALTH CARE PLANS; INSURANCE ADMINISTRATION AND INSURANCE BROKERAGE IN THE FIELD OF LIFE INSURANCE, DISABILITY INSURANCE, HEALTH CARE INSURANCE, AND DENTAL INSURANCE, AND ADMINISTERING 401K PLANS AND SECTION 125 CAFETERIA PLANS

educational services, namely, conducting seminars and workshops regarding investments and employee benefit plans and fringe benefits; administration and coordination of employee benefit services related to insurance enrollment, retirement plans and investment and financial planning; "BENEFIT COMMUNICATIONS"