PlanTools, LLC

401KTOOLS

Computer software and programs associated with data aggregation and information reporting relative to corporate retirement plans, defined benefit plans, deferred compensation packages and other forms of retirement savings vehicles;Investment advisory and consulting services relating to corporate retirement plans, defined benefit plans, deferred compensation packages and other forms of retirement savings vehicles;401K TOOLS;

CLIENT RESOURCE CENTER

Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to access white papers, statutes, regulations, advisory opinions, field assistance bulletins, and other compliance document in the field of retirement planning, and which provides real-time browser-based dashboard displays of news-based retirement planning information, user-generated financial reports, and links to provide access to a client's stored financial and retirement plan documents; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans;

DBTOOLS

Computer software programs for use in data aggregation and information reporting in the field of corporate retirement plans,defined benefit plans, deferred compensation packages and other forms of retirement savings vehicles;Investment advisory and consulting services in the field of corporate retirement plans, defined benefit plans, deferred compensation packages and other forms of retirement savings vehicles;DEFINED BENEFIT TOOLS;

DOCUMENT LOCKBOX

Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software for storing all retirement planning documents in a centralized secure location; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans;

ERISA ADVISOR EVALUATOR

EMPLOYEE RETIREMENT INCOME SECURITY ACT ADVISOR EVALUATOR;Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to search for qualified investment advisors and assess the advisor's qualifications, obtain fee estimates for specific advisory services, and document the process of selecting an investment advisor to comply with a fiduciary's statutory-based compliance obligations; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans;

FRA PLANTOOLS

FIDUCIARY RISK ASSESSMENT PLAN TOOLS;Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to customize Investment Policy Statement scenarios to explore different investment strategies, document investment selections and monitor investment selections on a quarterly basis, assess fees to determine if they are reasonable using benchmarking metrics and regulatory guidelines access financial reports for the purpose of assessing and managing financial risk related to investments and related compliance issues, assess investment advisory qualification for the purpose of selecting an advisor, to receive requests for proposal responses from vendors, and to provide target-date analytics by tracking and managing investment portfolios based on financial data, the age of the investor, and the investor's risk tolerance; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans;

FRA PLANTOOLS

The mark consists of a stylized F FRA PLANTOOLS with a design comprised of five shaded rectangles arranged in a brick-pattern, with the three left rectangles resembling the shape of the letter F, to the left.;FIDUCIARY RISK ASSESSMENT PLAN TOOLS;Color is not claimed as a feature of the mark.;FRA PLAN TOOLS;Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to customize Investment Policy Statement scenarios to explore different investment strategies, document investment selections and monitor investment selections on a quarterly basis, assess fees to determine if they are reasonable using benchmarking metrics and regulatory guidelines access financial reports for the purpose of assessing and managing financial risk related to investments and related compliance issues, assess investment advisory qualification for the purpose of selecting an advisor, to receive requests for proposal responses from vendors, and to provide target-date analytics by tracking and managing investment portfolios based on financial data, the age of the investor, and the investor's risk tolerance; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans;