Teachers Insurance & Annuity Association of America

Class 042: Providing an interactive website and digital portal featuring financial information, educational content, calculators, and planning tools relating to lifetime income planning, retirement income management, and post-retirement financial strategies for retirement plan participants

Class 036: Financial services advice and financial planning through the use of a web-based, automated and customized personal financial management service model that provides customized management of an individual's investment, banking and other personal financial accounts; investment advice for financial and retirement planning

Class 036: Financial services, namely, underwriting and administering annuities

Class 035: Retirement plan recordkeeping services; Class 036: Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services; Class 041: Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

Investment asset management services for retail and institutional investors

Retirement plan default enrollment services

Providing online, non-downloadable videos featuring educational content about retirement solutions in the nature of insights, thought leadership, and product messaging from industry leaders, clients, consultants, and participants

Financial services advice and financial planning through the use of a web-based, automated and customized personal financial management service model that provides customized management of an individual's investment, banking and other personal financial accounts; investment advice for financial and retirement planning; "FINANCIAL ADVICE"

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants; "PRO"

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants; "PRO"

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Financial services, namely, providing consultancy and financial information regarding planning for retirement

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Financial services, namely, retirement plan administration services; "RETIREMENT"

"ANNUITY PAYCHECK"

Financial services, namely, a feature of fixed annuity issuance and administration services offering a discretionary award of additional lifetime income for long-term investors; "LOYALTY BONUS"

Educational services, namely, providing conferences and workshops in the fields of retirement and investments;; Financial services, namely, financial planning for retirement; "GAIT"; Providing online non-downloadable software using artificial intelligence technology and large language models to provide customer and educational services in the fields of retirement and investments

Educational services, namely, providing conferences and workshops in the fields of retirement and investments; Financial services, namely, financial planning for retirement; Providing online non-downloadable software using artificial intelligence technology and large language models to provide customer and educational services in the fields of retirement and investments

Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers; Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services; Retirement plan recordkeeping services

Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers.; Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services.; Retirement plan recordkeeping services.

Financial services, namely, underwriting and administering annuities

Financial services, namely, underwriting and administering annuities

"MONEY HACKS"

Retirement plan recordkeeping services | Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services | Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Financial services advice and financial planning through the use of a web-based, automated and customized personal financial management service model that provides customized management of an individual's investment, banking and other personal financial accounts; investment advice for financial and retirement planning

Financial services, namely, underwriting and administering annuities

Financial services, namely, underwriting and administering annuities

Financial services, namely, underwriting and administering annuities

Financial services, namely, underwriting and administering annuities

"INCOME"

"PERSONAL PENSION"

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants; "SERIES"

Financial services, namely, underwriting and administering annuities

"UNIVERSITY"

Class 036: Underwriting and administering life insurance with a death benefit intended to replace income

Financial services, namely, providing financial consultancy and financial information to help achieve financial security

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

Entertainment services in the nature of organizing and presenting professional football games, exhibitions and concerts; providing sports and entertainment information via a global computer network or a commercial on-line service; organization of sports events; fan club services; football games, exhibitions, competitions; motorcross and monster truck events; and musical, comedy and dance performances performed before live audiences and broadcast via television, cable television, satellite television and radio broadcast; "FIELD"

Banking and financing services; banking consultation; on-line banking services; "BANK"

"LIFE"

Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services; Retirement plan recordkeeping services

Retirement plan recordkeeping services | Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services

Financial services, namely, wealth transfer services, and financial planning

Retirement plan recordkeeping services | Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services

Class 042: Electronic storage of data and documents for personal information management

Administration, management, and investment of charitable remainder trusts and other planned gifts for nonprofit institutions; endowment management; donor advised funds; consultation services in the field of development, administration, and investment of planned gifts; investment advisory, management, and consulting services

Administration, management, and investment of charitable remainder trusts and other planned gifts for nonprofit institutions; endowment management; donor advised funds; consultation services in the field of development, administration, and investment of planned gifts; investment advisory, management, and consulting services

Retirement plan recordkeeping services | Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services | Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

"PLAN OUTCOME ASSESSMENT"