PLANMEMBER FINANCIAL CORPORATION

a website for administration of a customer loyalty program providing discounts on travel, dining, shopping, entertainment, fitness gyms, automobile service, health and beauty, home and garden

downloadable computer application software for administration of a customer loyalty program providing discounts on travel, dining, shopping, entertainment, fitness gyms, automobile service, health and beauty, home and garden; administration of a customer loyalty program providing discounts on travel, dining, shopping, entertainment, fitness gyms, automobile service, health and beauty, home and garden

downloadable software application for mobile devices for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices for providing access to enterprise platform tools for employers to communicate information to their employees; downloadable software application for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; downloadable software application for mobile devices for providing access to tools that allow employers to review, measure, and report on employee activity on the enterprise platform, and generates qualified customer leads to financial advisors; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; Providing an online, non-downloadable web-based enterprise computer software platform that provides tools for employers to communicate information to their employees; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics and incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to tools that allow employers to review, measure, and report on employee activity on the enterprise platform, and generates qualified customer leads to financial advisors

downloadable software application for mobile devices that provides access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, such content, resources, and services including topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices that provides enterprise platform tools for employers to communicate information to their employees, including retirement calculators incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; and downloadable software application for mobile devices that provides tools that allow employers to review, measure, and report on employee activity on the enterprise platform; and generates qualified customer leads to financial advisors; web-based enterprise platform that provides access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, such content, resources, and services including topics on investing and financial, lifestyle and wellness, and family; web-based enterprise platform that provides enterprise platform tools for employers to communicate information to their employees, including retirement calculators incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; provides tools that allow employers to review, measure, and report on employee activity on the enterprise platform; and web-based enterprise platform that generates qualified customer leads to financial advisors

Providing online non-downloadable software platforms for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service providers to manage their practice; Providing temporary use of on-line non-downloadable software development tools for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service advisors to manage clients, maintain their practice, and handle new business

Downloadable computer software for providing retirement planning guidance, reviewing client retirement savings, investments, contributions, and actual or projected income and providing an analysis thereof, providing recommendations for existing and new savings and investment options to maximize income potential, offering support and advice in retirement savings and investing, which may be offered one time or on an ongoing basis; Providing a website featuring online non-downloadable software for providing retirement planning guidance, reviewing client retirement savings, investments, contributions, and actual or projected income and providing an analysis thereof, providing recommendations for existing and new savings and investment options to maximize income potential, offering support and advice in retirement savings and investing, which may be offered one time or on an ongoing basis

"RETIREMENT SERVICES"

Class 042: Providing temporary use of non-downloadable computer software for financial professionals to manage retirement accounts and review the status of business submissions in the nature of new accounts, manage and make investments, access brokerage services, and receive marketing, sales, investment, and training materials via a computer network, intranet, and the internet; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service and receiving marketing, sales, investment, and training materials via a computer network, intranet, and the internet

"403(B) & 457(B) SAVINGS PROGRAM"

Class 042: Providing a web-based service featuring technology that enables users, specifically financial advisors, to gather financial asset account information for their clients and prospective clients and enables users to provide financial asset account information, including account description, name, type, balance, number, owner and beneficiary information

Class 042: Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor

Financial services in the nature of reviewing client retirement savings, investments, and actual or projected income and providing an analysis thereof, providing recommendations for existing and new savings and investment options to maximize income potential, offering support and advice in retirement savings and investing, which may be offered one time or on an ongoing basis

"RETIREMENT"

"EDUCATIONAL SERVICES"

"RETIREMENT INCOME ANALYSIS"

Production of content in the form of non-downloadable videos on financial planning, and financial and investment information, financial options, and financial literacy; Providing on-line tutorial videos in the field of financial planning, financial investment, and financial literacy, not downloadable; Educational services in the nature of courses and classes in the field of investment options, retirement planning, and financial literacy offered via online, non-downloadable informational videos and recordings; publication of online texts of interviews featuring financial advisors in the field of financial planning, financial investment, and financial literacy for educational purposes

Financial services in the nature of reviewing savings and investments and providing an analysis thereof, providing recommendations for existing and new savings and investment options, offering support and advice in retirement savings and investing | Providing a website featuring online non-downloadable software for reviewing the progress of savings and investment strategies and for recommending possible adjustments

"PARTICIPANT CHOICE"

"INVESTMENT & SAVINGS PROGRAM"

Class 042: Platform as a service (PAAS) featuring computer software platforms for financial centers to manage their business and the business conducted in connection with each financial center, namely, platforms to view business summaries of their independent financial professionals, to generate reports by product or by employer group, to review sales and rollover reports, to track goals, track new client activity

"ONLINE RETIREMENT PLAN"

Class 036: Financial services in the nature of the issuance and distribution of insurance company annuity products

Individual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account including adding and removing funds, reallocating and rebalancing an account and placing mutual fund trades without client authorization; Mutual fund advisory services provided by financial advisors

"RETIREMENT SELECT"

Class 036: Financial advisory, planning, and management services, namely, offering, planning, and management of mutual fund portfolios; Investment management of diversified mutual fund portfolios

Class 035: Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers; Class 036: Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost

"POOLED EMPLOYER PLAN"

Providing financial information; financial services, namely, financial planning and financial management of mutual fund portfolios; and financial management of diversified mutual fund portfolios

Class 036: Financial services, namely, financial advisory services to enable investors to select their own mutual fund investments and self-direct the management of their portfolio; Mutual fund advisory services, namely, providing guidance on fund selection and monitoring financial markets for investment purposes

Class 036: Financial services, namely, financial advisory services of third-party investment strategists who each offer a series of professionally managed mutual portfolios that are managed according to the investment approach of each individual strategist to assist investors with strategizing investments, assessing risk, choosing investment products, and managing investor portfolios

financial retirement planning services

Educational services, namely, conducting programs in the field of marketing for financial advisors accessible via an internet-based portal via a computer network or via intranet

Providing temporary use of non-downloadable computer software for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support and customer service via a computer network, intranet, and the internet; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service; Providing temporary use of non-downloadable computer software for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support and customer service via a computer network, intranet, and the internet accessible to independent financial professionals for the purpose of managing their practice; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service accessible to independent financial professionals for the purpose of managing their practice

Providing temporary use of non-downloadable computer software for managing retirement accounts and for sales support and customer service via a computer network, intranet, and the internet accessible to independent financial professionals for the purpose of managing their practice

Providing temporary use of non-downloadable computer software for managing retirement accounts, for managing and making investments, and for accessing brokerage services, accessible to independent financial professionals for the purpose of managing their practice; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts, for managing and making investments, and for accessing brokerage services, accessible to independent financial professionals for the purpose of managing their practice

Platform as a service (PAAS) featuring computer software platforms for ensuring conformity with federal and state rules, laws, and regulations governing financial institutions; Platform as a service (PAAS) featuring computer software platforms for independent registered representatives to maintain appropriate licensing in order to ensure conformity with federal and state rules, laws, and regulations governing financial institutions; Platform as a service (PAAS) featuring computer software platforms for ensuring conformity with federal and state rules, laws, and regulations governing financial institutions that provides alerts from regulatory bodies, continuing education links, and access to written materials all in the field of financial services compliance

Platform as a service (PAAS) featuring computer software platforms for financial centers and advisors to manage retirement accounts, and for managing investments and insurance policies, for accessing marketing materials and educational offerings, for connecting with a financial advisor and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for managing retirement accounts, for managing finances and insurance policies, for accessing marketing materials, for accessing sales support, for accessing customer service, and for accessing educational offerings in the field of financial planning and strategies

Providing a website featuring non-downloadable videos on financial planning, and financial and investment information and financial options; Providing on-line tutorial videos in the field of financial planning, and financial investment, not downloadable; Educational services in the nature of courses and classes in the field of investment options and retirement planning offered via online, non-downloadable informational videos and recordings; publication of online texts of interviews featuring financial advisors in the field of financial planning and financial investment for educational purposes

Platform as a service (PAAS) featuring computer software platforms for independent financial professionals for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for independent financial professionals for managing and opening retirement accounts, for managing finances, for accessing marketing materials, for accessing sales support, for accessing customer service, for accessing client data and for accessing educational offerings in the field of financial planning and strategies

"FINANCIAL CENTER"

"RETIREMENT PLAN"

"RETIREMENT AND INVESTMENT PROGRAM"

Printed correspondence course materials in the field of financial planning and financial retirement planning | Providing a website featuring non-downloadable videos on financial planning, and financial and investment information and financial options; Providing on-line tutorial videos in the field of financial planning, and financial investment, not downloadable; Educational services in the nature of informational classes in the field of investment options and retirement planning offered via online, non-downloadable informational videos and recordings

"WORKPLACE ADVISORY PROGRAM"

"WORKPLACE SAVINGS PROGRAM"

"ACADEMY" AS TO CLASS 041 ONLY

Educational services, namely, providing training and seminars to financial advisors that concern the offering of retirement planning solutions and programs, the offering of personalized retirement planning and investment services, and providing support services for organizations regarding retirement planning and investments

financial retirement planning services

Financial administration, management, brokerage and consulting services in the field of mutual fund investment plans

Financial planning services; financial retirement planning services; financial and investment consulting, and management; investment brokerage services; financial investment brokerage services; funds investment services; financial services, namely mutual fund brokerage, mutual fund distribution and mutual fund investment; Financial administration, management, brokerage and consulting services in the field of mutual fund investment plans; Online financial planning services; online financial retirement planning services; and online financial and investment consulting, and management; investment brokerage services; financial investment brokerage services | Educational services, namely, providing training and seminars to financial advisors related to building a fee based business in the field of investments and retirement planning and distributing course materials in written and computerized form in connection therewith

Class 036: Online financial planning services; online financial planning for retirement; and investment consulting, management, and brokerage services; online financial consulting, management, and customs brokerage services

Class 036: financial retirement planning services

financial advisory services for individuals

"RETIREMENT PLAN"

online financial planning services; online financial retirement planning services; and online financial and investment consulting, management, and brokerage services; "ONLINE"

financial retirement planning services

financial retirement planning services; "SERVICES"

financial retirement planning services

Class 036: FINANCIAL ADVISORY SERVICES FOR INDIVIDUALS

ADMINISTRATION, MANAGEMENT, BROKERAGE AND CONSULTING SERVICES IN THE FIELD OF MUTUAL FUND INVESTMENT PLANS