U.S. federal trademark · Serial No. 90833053 · Reg. No. 6789120
Software as a service (SAAS) services featuring software for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income; Providing online, non-downloadable software for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income
Providing online, non-downloadable videos in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans; Education services, namely, providing non-downloadable webinars in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans; Providing online, non-downloadable electronic publications in the nature of articles in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans
Consulting and brokerage services for others in the fields of employee benefits concerning insurance and finance, estate planning, insurance and annuities investment; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and financial and insurance benefit plans, health care and welfare plans covering insurance and finance, and qualified and non-qualified financial retirement plans; Financial consulting and administration for others of retirement plans, insurance flex accounts, compensation and health plans; retirement plan trustee services; retirement plan financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes
Downloadable computer software, namely, for accessing and managing customized databases of information in the fields of retirement, retirement planning, retirements plans, retirement contributions and required minimum distributions
Business consulting and administration services for others on employee benefits concerning fiduciary obligations, flex accounts and health benefits, not involving insurance and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.