U.S. federal trademark · Serial No. 97021899 · Reg. No. 6928001
Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers
Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.