Trademark: 87021818
Status Date
Wednesday, May 3, 2023
Registration Number
5066258
Registration Date
Tuesday, October 18, 2016
Filing Date
Monday, May 2, 2016
36 Actuarial services; Financial administration of retirement plans; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processing, administering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place
42 Providing a web site featuring non-downloadable computer software for use in assisting financial professionals and plan sponsors in the management of retirement accounts; Developing applications, software, and websites, for financial companies in the field of retirement plans and retirement benefits programs; Application service provider, namely, managing applications, software, and websites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of online, nondownloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration
May 3, 2023
Notice Of Acceptance Of Sec. 8 - E-Mailed
May 3, 2023
Registered - Sec. 8 (6-Yr) Accepted
May 3, 2023
Case Assigned To Post Registration Paralegal
Oct 4, 2022
Teas Section 8 Received
Oct 18, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Oct 18, 2016
Registered-Supplemental Register
Sep 12, 2016
Law Office Publication Review Completed
Sep 12, 2016
Assigned To Lie
Aug 23, 2016
Approved For Registration Supplemental Register
Aug 23, 2016
Teas/Email Correspondence Entered
Aug 23, 2016
Correspondence Received In Law Office
Aug 23, 2016
Teas Response To Office Action Received
Jun 21, 2016
Notification Of Non-Final Action E-Mailed
Jun 21, 2016
Non-Final Action E-Mailed
Jun 21, 2016
Non-Final Action Written
Jun 14, 2016
Assigned To Examiner
May 5, 2016
New Application Office Supplied Data Entered
May 5, 2016
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
