FUTURESTEP

Downloadable software in the nature of interactive mobile applications providing information, advice and content, and access to information, advice and content, in the fields of investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable electronic publications, namely, papers, reports, studies and white papers, in the fields of retirement, retirement income, retirement planning, retirement plans and saving

financial record keeping in connection with employee retirement plans for others

Financial advisory services relating to employee retirement plans, namely, providing information regarding retirement plans accounts and in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; administration of employee retirement plans for others; electronic processing of contributions, disbursements and related financial transactions in connection with employee retirement plans for others; funds investment management services; Financial management in the field of employee retirement plans; administration services for the implementation of employee retirement plans; consulting services in the field of employee benefit plans concerning insurance and finance, namely, group benefits, employee benefits, pension benefits, retirement benefits and financial benefits; financial administration of retirement plans; financial planning for retirement; financial planning services; financial retirement plan consultancy services

Educational services, namely, providing online seminars, workshops and training in the field of retirement planning and retirement plans and distribution of printable materials in connection therewith; educational services, namely, providing on-line newsletters and non-downloadable electronic publications in the nature of articles and brochures in the field of retirement planning

Providing temporary use of on-line non-downloadable software that enables financial advisors to create reports that compare and assess the performance of qualified retirement plans. Providing a secured-access website featuring technology that gives employee retirement plan sponsors the ability to download documents in the field of retirement planning for the purpose of distributing such content to employee retirement plan participants; providing online non-downloadable computer software for providing online non-downloadable computer software for processing claims and policies; providing temporary use of online non-downloadable educational software containing topics of instruction in financial planning and financial management; providing temporary use of online non-downloadable personal financial advisor software to assist with financial planning and portfolio valuation; software as a Service (SAAS) services featuring software for financial management