U.S. federal trademark · Serial No. 99436081
Employer-sponsored financial retirement plan consulting services; financial administration and financial management of employer-sponsored 401(k) retirement plans; ERISA fiduciary services; financial planning in the nature of employer-sponsored retirement plan design and implementation consulting; participant education and communication services in the nature of the provision of information about employer-sponsored retirement plans; financial consulting services in the field of employer-sponsored retirement plan fiduciary risk mitigation; all of the foregoing provided in connection with employer-sponsored retirement plans and excluding stock brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.