U.S. federal trademark · Serial No. 86133523 · Reg. No. 5078289
Investment advisory services and financial administration of retirement plans for others; Financial and administrative services for management of retirement plans, namely, financial investment in the field of retirement plans, and financial administration of retirement plans for sponsors and participants through an account platform with access to investment managers; Financial services related to the foregoing, namely, financial planning for retirement, providing financial information
providing a website featuring technology that allows users to analyze and update information related to their retirement accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.