U.S. federal trademark · Serial No. 99458312
Financial planning and consulting services for businesses, employers, and plan sponsors in the fields of retirement plans, employee benefit plans, and workplace financial wellness programs; providing financial information, analysis, and advice to businesses, employers, and plan sponsors regarding retirement plans and employee benefit plans; investment advisory services relating to retirement plans and employee benefit plans; all of the foregoing provided to businesses, employers, and plan sponsors and expressly excluding private equity consulting services or private equity fund investment services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.