U.S. federal trademark · Serial No. 87391173 · Reg. No. 6216959
Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans solely for institutions, government agencies, and employers; financial record keeping for services provided solely to institutions, government agencies, and employers for regulatory compliance purposes; enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided solely to institutions, government agencies, and employers; financial record keeping services for retirement and investment accounts provided solely to institutions, government agencies, and employers
Financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; administration of health savings accounts; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit plans; all excluding services in the fields of insurance, real estate, banking, and venture capital
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.