Filed July 27, 2005

Serial No. 78679222

Registered May 8, 2007

Registration No. 3,240,648

Class Financial services in the field of mutual fund investments, investment brokerage, and retirement plans; Financial services, namely, providing investment account information by telephone, by electronic means, and via a global communications network; financial services, namely, providing a website with the ability to change and modify investment accounts; providing management and recordkeeping of employee retirement plans for others; financial planning; providing automated retirement account information via a global communications system; 100; 101; 102

Case Type Service mark