09
Computer software for financial modeling and benchmarking,
stochastic modeling, evaluating jobs and benefit plans,
creating and maintaining employee pay structures, evaluating
employee performance, asset allocation, catastrophe
modeling, claims management, quality assurance, and for
modeling, recording, organizing, calculating, reporting,
displaying, analyzing, evaluating, comparing, predicting,
and updating actuarial data, financial data, business data,
and human resources data, all for use in the fields of human
resources, employee compensation and benefits, retirement
planning, pension and retirement plans, investments,
profit-sharing plans, stock purchase plans, health care,
health care plans, dental plans, prescription plans,
personnel management, workforce effectiveness, rewards
management, employee job evaluation, employer-employee
communications, employee safety, employee relocation,
outsourcing, business and organizational management and
operations, organizational structure and reorganization,
product development and marketing, mergers and acquisitions,
strategic planning, contingency planning, change management,
information technology, insurance, insurance claims, risk
management, risk evaluation, actuarial matters, financial
services, investments, financial planning, financial
modeling, asset allocation, catastrophe modeling, claims
management, and/or quality assurance; downloadable
electronic publications in the nature of periodicals, books,
newsletters, reports, surveys, article reprints, memoranda,
guides, manuals, and directories, downloadable podcasts, and
downloadable videos, all in the fields of human resources,
employee compensation and benefits, retirement planning,
pension and retirement plans, investments, profit-sharing
plans, stock purchase plans, health care, health care plans,
dental plans, prescription plans, personnel management,
workforce effectiveness, rewards management, employee job
evaluation, employer-employee communications, employee
safety, employee relocation, outsourcing, business and
organizational management and operations, organizational
structure and reorganization, product development and
marketing, mergers and acquisitions, strategic planning,
contingency planning, change management, information
technology, insurance, insurance claims, risk management,
risk evaluation, actuarial matters, financial services,
investments, financial planning, financial modeling, asset
allocation, catastrophe modeling, claims management, and/or
quality assurance
16
Printed matter and publications, namely, periodicals, books,
newsletters, reports, surveys, article reprints, memoranda,
guides, manuals, and directories in the fields of human
resources, employee compensation and benefits, retirement
planning, pension and retirement plans, investments,
profit-sharing plans, stock purchase plans, health care,
health care plans, dental plans, prescription plans,
personnel management, workforce effectiveness, rewards
management, employee job evaluation, personnel policies,
employer-employee communications, employee safety, employee
relocation, outsourcing, business and organizational
management and operations, organizational structure and
reorganization, product development and marketing, mergers
and acquisitions, strategic planning, contingency planning,
change management, information technology, insurance,
insurance claims, risk management, risk evaluation,
actuarial matters, financial services, investments,
financial planning, financial modeling, asset allocation,
catastrophe modeling, claims management, and/or quality
assurance
35
Management of commercial and business enterprises; business
and management consulting services; business risk
management; consulting services in the field of business
risk management; business information services in the nature
of providing business information on goods and services of
others in the fields of insurance, reinsurance and risk
management, to maximize the benefit of such goods and
services to consumers; consulting services in the fields of
personnel and human resource management, workforce
effectiveness, employee job evaluation, employer-employee
communications, employee safety, employee relocation,
business and organizational management and operations,
contingency planning, strategic planning, operations,
mergers and acquisitions, organizational structure and
reorganization, and product development and marketing;
information in business matters; assistance in management of
business activities; outsourcing services; management and
compilation of computerized databases; market analysis and
research services; market reports and studies; conducting
business research and surveys; preparing business reports;
custom preparation of employer-employee communications
materials in the nature of printed and electronic
announcements, memoranda, books, reports, newsletters,
guides, manuals, periodicals, and audio-visual
presentations
36
Consulting services in the fields of insurance, financial
risk management, financial services, investments, employee
compensation and benefits, profit-sharing plans, stock
purchase plans, savings, pension and retirement plans, and
health care, dental, and prescription plans; administration
of employee compensation and benefit plans, profit-sharing
plans, stock purchase plans, savings, pension, and
retirement plans, and health care, dental, and prescription
plans; employee benefit consulting services; financial,
direct risk and insurance risk management services;
financial research and information services; actuarial
consulting and services; insurance brokerage services;
insurance claims management services; insurance
consultation; insurance services in the nature of loss
control management for others; insurance underwriting;
reinsurance underwriting; providing insurance information
and insurance consultancy; reinsurance brokerage services;
risk management services, namely, insurance portfolio
analysis and insurance portfolio optimization; enterprise
risk management (ERM) advice and consulting services to
assist with legal, regulatory and rating agency
requirements; risk management
41
Educational services, namely, providing workshops, seminars,
and educational programs in the fields of human resources,
employee compensation and benefits, retirement planning,
pension and retirement plans, investments, profit-sharing
plans, stock purchase plans, health care, health care plans,
dental plans, prescription plans, personnel management,
workforce effectiveness, rewards management, employee job
evaluation, personnel policies, employer-employee
communications, employee safety, employee relocation,
outsourcing, business and organizational management and
operations, organizational structure and reorganization,
product development and marketing, mergers and acquisitions,
strategic planning, contingency planning, change management,
information technology, insurance, insurance claims, risk
management, risk evaluation, actuarial matters, financial
services, investments, financial planning, financial
modeling, asset allocation, catastrophe modeling, claims
management, and/or quality assurance; electronic
non-downloadable publications, namely, periodicals, books,
newsletters, reports, surveys, article reprints, memoranda,
guides, manuals, and directories, non-downloadable podcasts,
and non-downloadable videos, all in the fields of human
resources, employee compensation and benefits, retirement
planning, pension and retirement plans, investments,
profit-sharing plans, stock purchase plans, health care,
health care plans, dental plans, prescription plans,
personnel management, workforce effectiveness, rewards
management, employee job evaluation, personnel policies,
employer-employee communications, employee safety, employee
relocation, outsourcing, business and organizational
management and operations, organizational structure and
reorganization, product development and marketing, mergers
and acquisitions, strategic planning, contingency planning,
change management, information technology, insurance,
insurance claims, risk management, risk evaluation,
actuarial matters, financial services, investments,
financial planning, financial modeling, asset allocation,
catastrophe modeling, claims management, and/or quality
assurance
42
Computer and information technology consultation; design,
development, and implementation of computer hardware and
software, databases, websites, and intranets; computer
systems integration services; computer programming and
computer modeling services, namely, computer simulation from
computer programs for others; computer project management
services; application service provider (ASP) services,
namely, providing, hosting, managing, developing, and
maintaining applications, software, web sites, and databases
of others in the fields of human resources, employee
compensation and benefits, retirement planning, pension and
retirement plans, investments, profit-sharing plans, stock
purchase plans, health care, health care plans, dental
plans, prescription plans, personnel management, workforce
effectiveness, rewards management, employee job evaluation,
personnel policies, employer-employee communications,
employee safety, employee relocation, outsourcing, business
and organizational management and operations, organizational
structure and reorganization, product development and
marketing, mergers and acquisitions, strategic planning,
contingency planning, change management, information
technology, insurance, insurance claims, risk management,
risk evaluation, actuarial matters, financial services,
investments, financial planning, financial modeling, asset
allocation, catastrophe modeling, claims management, and/or
quality assurance
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