U.S. federal trademark · Serial No. 77854252 · Reg. No. 3837032
Financial advice and consultancy services in a fiduciary capacity, namely, assisting customers to determine the costs/benefit of fees and expenses on retirement programs; consulting services in the field of retirement plan administration and fiduciary compliance; administration of employee benefit plans concerning insurance and finance; processing, administering and managing employee benefit plans concerning insurance and finance; administration of employee pension plans; financial evaluation for insurance purposes; providing information in insurance matters, namely, for employee benefit plans, employee pension plans; fiduciary services, namely, fiduciary representative services in connection with employer sponsored retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.