3(38) INVESTMENT FIDUCIARIES

MYPLAN

MY PLAN;Advice on finance during retirement; Corporate finance services, namely, consultation in the field of asset sales; Financial asset management; Financial planning for retirement; Financial retirement plan consulting services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advice in the fields of retirement, namely, creation of and consultation regarding asset allocation models for use by individuals in company or entity sponsored retirement plans taking into account a variety of factors including age, savings, salary, available investment options in the company or entity sponsored retirement plan; Investment services, namely, asset acquisition, consultation, development and management services;

WHITE LABEL 3(38)

WHITE LABEL THREE (THIRTY EIGHT); WHITE LABEL THREE (THREE EIGHT);Financial administration of retirement plans; Financial administration of fiduciary evaluation systems for employee retirement plans; Financial advisory and consultancy services; 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 processing; Financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; Financial information and advisory services; Financial retirement plan consulting services; 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 and administration of employee financial benefit plans for clients via the Internet;