Class 036: Financial administration of retirement plans; Individual retirement account services; Financial advice relating to retirement; Class 042: Application service provider featuring application programming interface (API) software for embedding retirement plan administration, compliance, and management functionality into third-party financial and payroll platforms; Providing online non-downloadable computer software platforms for enabling payroll providers, financial institutions, accountants, and other financial services providers to integrate and offer retirement plan functionality within their own digital products and services
Class 036: Financial administration of retirement plans; Financial retirement plan consulting services; Class 042: Software as a service (SAAS) services featuring software for collecting, compiling, and managing retirement plan data across multiple data sources
Deposit account services; Financial services, namely, electronic remote check deposit services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Individual retirement account services
Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of retirement saving and planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of newsletters, guides and articles in the field of retirement saving and planning; Education services, namely, providing non-downloadable webinars in the field of retirement saving and planning; Entertainment services, namely, providing podcasts in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning via e-mail; Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Individual retirement account services; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services; Conducting employee incentive award programs to promote employee participation in financial retirement plans; Software as a service (SAAS) services, namely, hosting software for use by others for the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software and applications for managing clients and data in financial services industry; Software as a service (SAAS) services, namely, hosting software for use by others for managing clients and data in financial services industry
Deposit account services; Financial services, namely, electronic remote check deposit services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Individual retirement account services; Quick Deposit
Financial planning for retirement; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Financial information and advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Rollover
Providing temporary use of on-line non-downloadable software and applications for managing clients and data in the financial services industry; Software as a service (SAAS) services, namely, hosting software for use by others for managing clients and data in the financial services industry
Providing temporary use of on-line non-downloadable software and applications for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Software as a service (SAAS) services, namely, hosting software for use by others for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention; Platform as a service (PAAS) featuring computer software platforms for managing financial data, records, and funds, financial recordkeeping, financial planning processes, client information and data, and client onboarding and retention
Financial administration of retirement plans; Financial retirement plan consulting services; Individual retirement account services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; "IRA"
Conducting employee incentive award programs to promote employee participation in financial retirement plans | Education services, namely, providing classes, seminars and workshops in the fields of retirement saving and planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of newsletters, guides and articles in the field of retirement saving and planning; Education services, namely, providing non-downloadable webinars in the field of retirement saving and planning; Entertainment services, namely, providing podcasts in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning; Providing online newsletters in the field of retirement saving and planning via e-mail
Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith; Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, retirement planning, and advisory services; Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith; Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, retirement planning, and advisory services; Advisors; Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning | Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith | Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning | Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith | Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning | Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith | Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning | Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith | Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning | Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith
Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
