U.S. federal trademark · Serial No. 77316730 · Reg. No. 3648277
(( educational services, namely, classes, courses, and seminars in the fields of retirement planning and health savings accounts, and distributing course materials in connection therewith; training in the fields of retirement planning and health savings accounts ))
recordkeeping and administration of retirement plans, health savings accounts and benefit plans for others; recordkeeping and administration of retirement accounts for others; (( retirement plan trustee services; retirement plan custodial services, namely, holding, administering and transferring cash, securities, and other retirement plan assets; providing retirement account information by telephone and via the Internet ))
(( providing on-line temporary use of non-downloadable software for use in retirement planning and retirement education; providing on-line temporary use of non-downloadable software for use in changing and modifying retirement accounts ))
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.