Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; computer software and applications for trading securities; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in financial transaction processing and management; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for managing banking transactions, checks, savings, payments, expenses and billing; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of financial, banking, investing, and personal net worth data; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for initiating, processing and tracking financial transactions; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by investment advisors to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and online financial services; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for processing electronic payments and transferring funds and financial assets to and from financial institutions; Authentication software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for controlling access to and communications with computers and mobile devices; Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of finance, investment, retirement, personal finance, financial analysis, financial research, financial market news, global financial trends, and investment opportunities; Downloadable software in the nature of a mobile application for retirement plan participant access to financial records related to employer-sponsored defined contribution plans and defined benefit plans provided through government agencies and employers; Downloadable software in the nature of a mobile application for retirement plan financial record keeping for participants with regard to plans distributed to institutions, government agencies, and employers; Downloadable software in the nature of a mobile application for financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; Downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution and defined benefit plans; Downloadable software for financial record keeping and retirement fund management

Business advice and information relating to finance and insurance; Business consulting services in the financial service and insurance industries; Business research in the financial services and insurance industries; Referrals in the field of investment advice and financial planning; Business risk assessment services; Business advice and analysis of markets; Providing information consisting of business news, information, opinion and advice via computer networks, including global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for purposes of researching and analyzing investments of individuals, by electronic means; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Marketing for insurance services; Marketing for financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; Management of an online database where individuals may store financial, retirement, health savings, and investment related data; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Directing orders for securities trades by means of computer software and applications; Providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing; Providing consumer news and information in the field of educational products and services that help individuals and businesses make and save money; Providing industry information relating to the personal finance industry; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing business information via a website; Providing information and news in the field of business; Business advisory services, consultancy and information; Information services relating to business matters; Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans for institutions, government agencies, and employers; financial record keeping for services provided solely to institutions, government agencies, and employers for regulatory compliance purposes; enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided to institutions, government agencies, and employers; financial record keeping services for health savings accounts provided to institutions, government agencies, and employers; Enrollment processing services of employees into employer-sponsored defined contribution and defined benefit plans; financial record keeping of retirement plans and group pensions

Investment advisory services; Investment advice; Investment and retirement fund management services; Financial investment advisory services; Investment brokerage; Investment consultation; Funds investment; Insurance brokerage services; Insurance and reinsurance underwriting services in the field of life, property, casualty, accident and health; Brokerage services for mutual funds, life insurance, and annuities; Financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services; Consulting and brokerage services for others in the fields of employee benefits, estate planning, insurance, and annuities; 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 with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; Pension fund and retirement plan financial management services; Financial services, namely, underwriting and administering annuities; Administration of employee benefit plans and pension plans and providing automated information in the field of employee benefit plans and pension plans; Financial services, namely, financial administration of deferred compensation, retirement plans and investment options; consulting services in the field of financial administration of retirement plans and fiduciary representative compliance; financial administration of employee pension plans and retirement plans; providing information in the field of employer-sponsored defined contribution and defined benefit plans; providing an interactive website and online computer database featuring information in the field of employer-sponsored defined contribution and defined benefit plans; underwriting, issuance and administration of individual and business-owned life insurance; annuity underwriting and investment management of and distribution of annuities; insurance underwriting in the field of term life insurance; individual retirement account services; mutual fund investment, brokerage and distribution; providing online monthly statements and confirmation statements relating to deferred compensation and 401(k) plans to customers; insurance underwriting and administration in the areas of medical, dental, vision, life, disability and health care plan services, including prepaid health care plans and reinsurance, all provided to groups and individuals; underwriting and administration of individual and group annuities; administration of retirement plans and group pensions. Providing counseling and consulting in the field of financial, healthcare, and insurance benefits; Advisory services in the field of employee benefits for group healthcare and executive insurance offered to employees; Advisory services relating to benefit plans concerning standard insurance and finance benefit plans featuring medical, dental, and institutional insurance, and life insurance including short term disability, long term disability, critical illness insurance, accidental death and dismemberment insurance. administration of health savings accounts; Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Providing a website to track consumer financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; Financial services, namely, bank account management services, investment brokerage services, financial planning for retirement, financial planning services, consumer lending, mortgage lending, securities brokerage, credit reporting, payroll tax debiting services, and bill payment services, all via computer and communications networks; Providing a wide variety of banking services, namely, online savings and checking accounts, ATM and debit cards, and bank transaction monitoring, payment services and providing financial services, namely, processing account aggregation payments and transactions via computer and communication networks; Provision of financial information; Providing electronic cash, credit card, and debit card transaction services via computer and communication networks; Providing online banking service; Providing bill payment and processing services via computer and communication networks; Electronic processing and transmission of bill payment data for others; Providing customized investment objectives, namely, managing separately managed investment accounts and portfolios of individual securities; Customized collections of individual securities including stocks, exchange traded funds and other types of securities, namely, preparing investment strategies and selecting comprehensive, dynamic investment portfolios tailored specifically to fit an individual investor; Providing information pertaining to personal finance, banking, investments and retirement planning, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services

Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks. Platform as a service (PAAS) featuring computer software platforms for enrolling in employee benefit plans via the Internet and for administering employee benefit plans via the Internet; Providing temporary use of non-downloadable computer software for enrolling employees in financial and insurance benefit plans