U.S. federal trademark · Serial No. 99754872
Regulatory compliance consultancy in the field of retirement plan administration; Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities
Downloadable software for retirement readiness calculations for plan participants, compensation and benefit planning for employers 401(k) employer-sponsored retirement plans and Employee Retirement Income Security Act (ERISA) plans
Financial planning, Financial plan consulting, Financial advice, Financial asset management, Third party financial administration, Actuarial services, all of the aforesaid in the field of retirement and retirement plans, in particular as to 401(k) employer-sponsored retirement plans, Employee Retirement Income Security Act (ERISA) plans, and investment strategy for employees; Financial consultation and advice in the field of registered investments in the form of marketable securities traded on U.S. exchanges
Financial record-keeping for retirement readiness analysis, retirement benefit administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.