IC 036. US 100 101 102. G & S: Recordkeeping and administration of retirement plans, health savings accounts and benefit plans for others; recordkeeping and administration of retirement accounts for others; retirement plan trustee services; retirement plan custodial services, namely, holding, administering and transferring cash, securities, and other retirement plan assets; providing retirement account information by telephone and via the Internet. FIRST USE: 20071028. FIRST USE IN COMMERCE: 20071028

IC 041. US 100 101 107. G & S: Educational services, namely, classes, courses, and seminars in the fields of retirement planning and health savings accounts, and distributing course materials in connection therewith; training in the fields of retirement planning and health savings accounts. FIRST USE: 20071100. FIRST USE IN COMMERCE: 20071100

IC 042. US 100 101. G & S: Providing on-line temporary use of non-downloadable software for use in retirement planning and retirement education; providing on-line temporary use of non-downloadable software for use in administering health savings accounts; providing temporary use of non-downloadable software for use in changing and modifying health savings accounts and retirement accounts. FIRST USE: 20080207. FIRST USE IN COMMERCE: 20080207