record initialized not assigned to examiner
on 31 Oct 2024
Last Applicant/ Owned by
495 Grand Boulevard, Suite 206
Miramar Beach
FL
32550
Serial Number
98830536 filed on 31st Oct 2024
Registration Number
N/A
Correspondent Address
Julia Anne Matheson
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software to manage fiduciary risk in relation to the assessment and selection of 401K and retirement plans and plan advisors, to assist with plan acquisition and advisor retention, and thereafter to report on 401K and retirement plans and plan advisor administration, performance, and regulatory compliance; Software as a service (SAAS) services featur Read More
Software as a service (SAAS) services featuring software to manage fiduciary risk in relation to the assessment and selection of 401K and retirement plans and plan advisors, to assist with plan acquisition and advisor retention, and thereafter to report on 401K and retirement plans and plan advisor administration, performance, and regulatory compliance; Software as a service (SAAS) services featuring software to facilitate data collection, integration, organization, analysis, and reporting in connection with 401K and retirement plan administration and management; Software as a service (SAAS) services featuring software to track and report on regulatory compliance and governance in relation to 401K and retirement plan administration and management; Software as a service (SAAS) services for use in outsourcing 401K and retirement plan analysis, selection, administration, reporting, and governance; Software as a service (SAAS) services for use in identifying, analyzing, evaluating, and selecting 401K and retirement plan and plan advisor options, for assisting in plan onboarding and advisor retention, and thereafter in communicating with, monitoring, and reporting on plan and plan advisor performance and regulatory compliance; Software as a service (SAAS) for use in outsourcing, tracking, and reporting on regulatory compliance services in the field of retirement plan administration; Software as a service (SAAS) services featuring software for use in database search, management and data analytics in the field of 401K and retirement plan administration and regulatory compliance; Platform as a service (PAAS) services featuring computer software platform for comparison and evaluation of 401K and retirement plans and plan advisors, to assist with plan acquisition and advisor retention, and thereafter to report on 401K and retirement plans and plan advisor administration, performance, and regulatory compliance; Platform as a service (PAAS) services featuring computer software platform to manage fiduciary risk in relation to the assessment and selection of 401K and retirement plans and plan advisors, to assist with plan acquisition and advisor retention, and thereafter to report on 401K and retirement plans and plan advisor administration, performance, and regulatory compliance; Platform as a service (PAAS) services featuring computer software platform to facilitate data collection, integration, organization, analysis, and reporting in connection with 401K and retirement plan administration and management; Platform as a service (PAAS) services featuring computer software platform to track and report on regulatory compliance and governance in relation to 401K and retirement plan administration and management; Platform as a service (PAAS) services featuring computer software platform for outsourcing 401K and retirement plan analysis, selection, administration, reporting, and governance; Platform as a service (PAAS) services featuring computer software platform for Identifying, analyzing, evaluating, and selecting 401K and retirement plan and plan advisor options, for assisting in plan onboarding and advisor retention, and thereafter in communicating with, monitoring, and reporting on plan and plan advisor performance and regulatory compliance; Platform as a service (PAAS) services featuring computer software platform for use in outsourcing, tracking, and reporting on regulatory compliance services in the field of retirement plan administration; Platform as a service (PAAS) services featuring computer software platform for use in database search, management and data analytics in the field of 401K and retirement plan administration and regulatory compliance
30th Jun 2024
30th Jun 2024
No 98830536
No Service Mark
No 6367-1
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
31st Oct 2024 | NEW APPLICATION ENTERED |