U.S. federal trademark · Serial No. 86585943 · Reg. No. 5042111
Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.