U.S. federal trademark · Serial No. 97456000 · Reg. No. 7290263
Third-party financial administration of retirement plans; third-party administration of health care plans; financial planning in the nature of retirement plan design and financial retirement plan consulting services; financial administration of actuarial services and retirement plans; fiduciary services, namely, ERISA-compliant outsourced fiduciary representative services; providing financial advice relating to retirement plans; providing retirement plan discretionary fiduciary representation
ERISA regulatory compliance auditing and consulting in the field of retirement plan administration; providing regulatory compliance advice in the field of ERISA-qualified retirement plan administration; Third-Party Administrator services for retirement plans, namely, regulatory consultancy in the field of retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.