U.S. federal trademark · Serial No. 98204068 · Reg. No. 7657988
Providing temporary use of online non-downloadable software for retirement plan administration and for fund investment
Investment advisory services; management of retirement investments, namely, oversight and monitoring of retirement investments; Financial services, namely, investment advice, namely providing recommendations for automatic rollover retirement accounts; Financial services, namely, investment management, namely, oversight and monitoring of investments; Financial services, namely, investment management, namely, administration of automatic rollover IRA investment options for retirement plan sponsors; Financial services, namely, investment consultation for retirement plan sponsors; Financial services, namely, investment consultation, namely, providing consultation to retirement plan sponsors for automatic rollover retirement accounts; Providing financial information and financial advice via a website; Financial services, namely, online retirement plan administration and retirement fund investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.