Educational services, namely, conducting workshops, online classes, seminars, and conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial educational information in the fields of financial retirement planning, retirement savings and retirement investing; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; organization and conducting sports tournaments as an event sponsor; Pens, printed note pads, stationery, writing pads, printed holiday cards, printed invitation cards, printed invitations, letterhead paper, printed notebooks, blank writing journals, paperweights, paper name tags, memo pad, printed note cards, blank note cards, printed greeting cards, printed posters, printed business cards, printed paper signs, printed paper signs, namely, table tents; markers, adhesive materials for office use, namely, adhesive note paper; printed business forms, paper envelopes for packaging, paper name badges, paper report covers, paper table linens, printed certificates, printed forms; Financial services, namely, underwriting and administration of life and health insurance and annuity products; investment management and advisory services; investment advice; mutual fund brokerage and distribution services; financial management services, namely, management of mutual funds; retail stock brokerage services; financial retirement planning; financial administration of retirement plans and employee pension plans; insurance agency and brokerage services; fund investment services; providing financial information in the fields of recordkeeping and administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; providing a website featuring financial information in the fields of financial retirement planning, retirement savings, retirement investing; administration of employee benefit plans concerning insurance and finance; financial administration of retirement plans and employee pension plans, defined contribution plans, defined benefit plans and money purchase plans; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; financial management, namely, providing financial asset allocation; financial management, namely, providing financial asset allocation customized to an individual's risk tolerance; financial retirement plan consulting services to employer-sponsored retirement plans; fiduciary investment advice to employer-sponsored retirement plans; providing financial information for participants concerning employer-sponsored retirement plans and financial administration of employer-sponsored retirement plans; underwriting, issuance and administration of stable value investments; brokerage of, issuing and administration of final expense life insurance; Outsourcing services in the nature of arranging service contracts from others in the field of retirement plan administration, including, financial record keeping, records management, notices to participants, distribution processing, payroll consolidation, and monitoring of eligibility dates; providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; preparation of reports relating to finance and investments provided via various means, which may include but are not limited to, the Internet, global networks, telephone, and facsimile; business consultation; Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; administration of employee benefit plans concerning employer sponsored retirement plans, defined contribution plans, defined benefit plans, pooled employer retirement plans and other related plans; Financial record-keeping for employer sponsored retirement plans, defined contribution plans, defined benefit plans, and pooled employer retirement plans
Educational services, namely, conducting workshops, online classes, seminars, and conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial educational information in the fields of financial retirement planning, retirement savings and retirement investing; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; organization and conducting sports tournaments as an event sponsor; Pens, printed note pads, stationery, writing pads, printed holiday cards, printed invitation cards, printed invitations, letterhead paper, printed notebooks, blank writing journals, paperweights, paper name tags, memo pad, printed note cards, blank note cards, printed greeting cards, printed posters, printed business cards, printed paper signs, printed paper signs, namely, table tents; markers, adhesive materials for office use, namely, adhesive note paper; printed business forms, paper envelopes for packaging, paper name badges, paper report covers, paper table linens, printed certificates, printed forms; Financial services, namely, underwriting and administration of life and health insurance and annuity products; investment management and advisory services; investment advice; mutual fund brokerage and distribution services; financial management services, namely, management of mutual funds; retail stock brokerage services; financial retirement planning; financial administration of retirement plans and employee pension plans; insurance agency and brokerage services; fund investment services; providing financial information in the fields of recordkeeping and administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; providing a website featuring financial information in the fields of financial retirement planning, retirement savings, retirement investing; administration of employee benefit plans concerning insurance and finance; financial administration of retirement plans and employee pension plans, defined contribution plans, defined benefit plans and money purchase plans; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; financial management, namely, providing financial asset allocation; financial management, namely, providing financial asset allocation customized to an individual's risk tolerance; financial retirement plan consulting services to employer-sponsored retirement plans; fiduciary investment advice to employer-sponsored retirement plans; providing financial information for participants concerning employer-sponsored retirement plans and financial administration of employer-sponsored retirement plans; underwriting, issuance and administration of stable value investments; brokerage of, issuing and administration of final expense life insurance; Outsourcing services in the nature of arranging service contracts from others in the field of retirement plan administration, including, financial record keeping, records management, notices to participants, distribution processing, payroll consolidation, and monitoring of eligibility dates; providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; preparation of reports relating to finance and investments provided via various means, which may include but are not limited to, the Internet, global networks, telephone, and facsimile; business consultation; Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; administration of employee benefit plans concerning employer sponsored retirement plans, defined contribution plans, defined benefit plans, pooled employer retirement plans and other related plans; Financial record-keeping for employer sponsored retirement plans, defined contribution plans, defined benefit plans, and pooled employer retirement plans
Educational services, namely, conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic, social media and telephone; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and via facsimile; Financial services, namely, underwriting and brokerage of life and health insurance and underwriting and distribution of annuities; investment management and advisory services; investment advice; mutual fund management, brokerage, and distribution services; stock brokerage services for retail stocks; financial retirement planning; financial administration of retirement and pension plans; insurance agency and brokerage services; financial administration of defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the field of administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and facsimile; providing a website featuring information and educational information in the fields of financial retirement planning, retirement savings, retirement investing; financial administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and investment funds; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation management; providing financial asset allocation management customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, social media, telephone, in person, digitally, automated, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations; Outsourcing services in the nature of arranging service contracts for others in the field of retirement plan administration, namely, providing financial record keeping, records management, notices to participants, distribution processing, payroll consolidation, and monitoring of eligibility dates; providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; preparation of reports relating to finance and investments said services provided via the Internet, global networks, telephone, and facsimile; business consultation; Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, telephone and facsimile; financial recordkeeping for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans and funds investment transactions
Financial services in the nature of investment securities; insurance brokerage, consultation and claims processing services; financial consulting services; financial services, namely, financial advisory and consultancy services, financial planning, financial administration of retirement plans, financial information services; investment advisory services and investment and financial management services
Financial services in the nature of investment securities; insurance brokerage, consultation and claims processing services; financial consulting services; financial services, namely, financial advisory and consultancy services, financial planning, financial administration of retirement plans, financial information services; investment advisory services and investment and financial management services
Financial services, namely, financial advisory and consultancy services, financial planning and counseling in the nature of helping others manage money, and financial planning for retirement; financial administration of retirement plans, financial information services and cash management services; insurance services, namely, insurance agency and brokerage services, underwriting, issuance, and administration of health and life insurance, annuity underwriting and distribution services; retirement services, namely, financial retirement plan consulting services; financial services, namely, mutual fund management, brokerage and distribution; investment advisory and investment management services; pension and retirement plan fund management, namely, financial management of employee pension plans and retirement plans; cash management services; general securities and annuity brokerage services; insurance consultation and claims processing services
Class 036: Financial management and administration of employer retirement plans, employee benefit plans concerning insurance and finances, employee pension plans and employee pension investments
Class 036: Financial services, namely, financial planning services for retirement, financial retirement plan consulting and advisory services; investment advisory services; investment advice; investment management services; financial administration of retirement and pension plans, defined contribution plans, defined employee benefit plans concerning insurance and finance, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing individuals, retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and financial information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; financial management in the field of investment portfolios, namely, financial asset allocation; financial management in the field of investment portfolios, namely, providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to organizations in the nature of corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations
Class 036: Providing financial information and financial services, namely, defined benefit plan administration and management services, financial risk management services; investment advisory services, investment management and consultation services and financial custody services, namely, possession of financial assets for others for financial management and investment purposes; financial actuarial services
Providing information in the fields of financial planning and employee benefit plans, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile, email, and other means customary in the trade; "BENEFITS"
Pens; pencils; folders; notepads; stickers; stationery; writing pads; holiday cards; invitation cards; printed invitations; letterhead paper; notebooks; blank journals; pen and pencil holders; paperweights; memo pads; memo holders, namely, writing paper holders; note cards; blank cards; postcards and greeting cards; posters; blank or partially printed paper labels; mailing labels; business cards; printed paper signs; printed paper signs, namely, table tents; markers; paper coasters; adhesive labels; adhesive materials for office use, namely, adhesive note paper; advertising pamphlets; advertising signs of paper; agendas; business forms; calendars; event programs; disposable napkins; paper napkins; hand towels of paper; paper bags; paper gift bags; paper envelopes for packaging; paper mats, namely, place mats of paper; paper name badges; paper report covers; paper signboards; paper stock; paper table cloths; paper table linens; printed advertising boards of paper; printed awards; printed certificates; printed charts; printed forms; printed graphs; printed seminar notes | Financial services, namely, underwriting and issuance of life insurance and annuities; underwriting, administration and issuance of health insurance; investment management services and financial advisory services; mutual fund management, brokerage, and distribution services; retail stock brokerage services; financial retirement planning; administration of retirement and pension plans; and insurance agency and brokerage services; providing a website featuring educational information in the field of financial wellness | Organization and presentation of sports tournaments as an event sponsor | Providing an interactive web site featuring technology that enables users to track and monitor life dimensions, namely, financial wellness
Financial services, namely, distribution of variable annuity products; investment management and advisory services; financial investment services in the field of pooled investment funds, including exchange traded funds; mutual fund management, brokerage, and distribution services; offering and administering exchange traded funds; investment services, namely, offering exchange traded fund products; financial products services, namely, pooled funds and exchange traded funds; providing financial information in the fields of variable annuity investments, mutual funds, exchange traded funds, and fund investment services, all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, social media, telephone, in person, digitally, automated, e-mail and facsimile
Financial services, namely, insurance underwriting in the field of annuities and riders therefor, issuance and administration of annuities, insurance claims adjustment, investment management, insurance claims processing and brokerage in the field of annuities and riders therefor
Educational and training services, namely, classes, forums, seminars and workshops in the fields of insurance, investment and retirement services; providing non-downloadable electronic publications, namely, articles, in the fields of insurance, investment and retirement services
Class 036: Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations
