Capital investment; Consultancy of capital investment; Financial administration of retirement plans; Financial administration of fiduciary evaluation systems for employee retirement plans; Financial advisory and consultancy services; Financial analysis; Financial consultation; Financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; Financial consulting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial due diligence; Financial information and advisory services; Financial information processing; Financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment of funds; Management of portfolios comprising securities; Providing financial assessment services to fiduciaries and employers related to financial offerings on behalf of their employees; Providing financial information services to fiduciaries and employers related to financial offerings on behalf of their employees; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing investors with financial information