Annuity and life insurance underwriting services; Annuity and insurance account administration; Annuity services, namely, the issuance and administration of annuities, annuity accounts, and related investments; Annuity services, namely, investment management and distribution of annuity funds; Underwriting and issuance of funding agreements and consultation in connection therewith; Financial and investment services, namely, investment of funds of others; Financial information services; Annuity information services; Insurance information services; Providing financial information via a website; Financial information provided by electronic means; Financial administration of retirement plans; Financial retirement plan consulting services; Providing an internet website portal featuring financial data information for evaluating investment, insurance, and retirement plans.

Software as a service (SaaS) featuring software for managing and administering retirement income solutions, defined contribution plans, and annuity contracts; platform as a service (PaaS) featuring computer software platforms for integrating, processing, and administering data among retirement plan recordkeepers, insurers, asset managers, and annuity providers; providing online non-downloadable software for facilitating data communication and processing for retirement plan and annuity administration; providing temporary use of online non-downloadable middleware for data integration and communication between retirement plan service providers, annuity carriers, and recordkeepers; computer services, namely, integration of computer systems and networks in the field of retirement plan and annuity administration; providing a website featuring technology for managing data for defined contribution plans, in-plan retirement income solutions, and annuities.