U.S. federal trademark · Serial No. 78188117 · Reg. No. 2794823
employer-sponsored retirement plan program services, namely, investment of funds for others that allows for open architecture investment selection; employer-sponsored retirement plan administration, including record keeping services for such plans and providing investment information to employees covered by the plans; employer-sponsored retirement plan program services, namely, trust and custodial account services, namely, investment trading, reconciliation and reporting for the plans
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