U.S. federal trademark · Serial No. 50075594
Financial consulting services in the field of employer-sponsored retirement plans, namely, advising employers on the design, implementation, and review of 401(a) plans, 401(k) plans, 403(b) plans, 457 deferred compensation plans, employee stock ownership plans, health savings accounts, endowment funds, private foundations, and Taft-Hartley multi-employer plans; investment advisory services in the field of employer-sponsored retirement plans, namely, benchmarking, selection, monitoring, and review of investment options for employer-sponsored retirement plans, endowment funds, private foundations, and Taft-Hartley multi-employer plans; co-fiduciary investment advisory services; financial consulting services in the field of vendor evaluation, comparison, and selection for employer-sponsored retirement plans, endowment funds, private foundations, and Taft-Hartley multi-employer plans; financial consulting services, namely, creating and monitoring investment policy statements for employer-sponsored retirement plans, endowment funds, private foundations, and Taft-Hartley multi-employer plans.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.