downloadable software for providing retirement plan and account information to retirement plan providers, administrators and third party administrator Read More

Classification Information

Class [009]
Downloadable software for providing retirement plan and account information to retirement plan providers, administrators and third party administrators of retirement savings plans; downloadable software for retirement plan providers, administrators and third party administrators of retirement savings plans to enable them to determine whether contributions to plans are within the limits of the plans and regulations, to prepare and view business reports and audit reports on participants, and to view and enter data for participant's retirement accounts; downloadable software for managing assets and calculating values of variable annuity products for insurance companies

Classification kind code

Class [035]
Business process outsourcing services for insurance companies, namely, registering, screening, and verifying the credentials of third-party contractors in the nature of insurance agents and broker-dealer representatives; receiving, sorting, and handling mail on life insurance policies and annuity contracts; billing services, namely, billing payments for life insurance policies and annuity contracts; reconciliation of accounts on behalf of others, namely, reconciling payments against billings on life insurance policies and annuity contracts; digital copying of documents and data processing in the field of life insurance policies and annuity contracts; preparing and managing business records for life insurance companies; operation of telephone call centers for others; customer service management for others in the field of life insurance policies and annuity contracts; regulatory compliance services for life insurance companies, namely, data compiling of insurance data in the field of life insurance and annuity contracts for use by life insurance companies to prepare reports to government agencies and industry associations; accounting services, namely, calculating commissions on sales of life insurance policies and annuity contracts for others

Classification kind code

Class [036]
Insurance administration, namely, processing applications for new and replacement life insurance policies and annuity contracts; insurance administration, namely, issuing life insurance policies and annuity contracts for life insurance companies; insurance claims administration, namely, processing and paying claims in the field of life insurance policies and annuity contracts; insurance administration, namely, processing orders for the allocation or reallocation of variable annuity or variable universal life insurance policy assets among fund investment options; financial services, namely, paying commissions on sales of life insurance policies and annuity contracts for others

Classification kind code

Class [042]
Data conversion of computer program data and information for insurance companies, other than physical conversion; software as a service (saas) services, namely, hosting software for use by others for use for administration of financial products, namely, life insurance and annuities; providing online non-downloadable software for providing retirement plan and account information to retirement plan providers, administrators and third party administrators of retirement savings plans; providing online non-downloadable software for retirement plan providers, administrators and third party administrators of retirement savings plans to enable them to determine whether contributions to plans are within the limits of the plans and regulations, to prepare and view business reports and audit reports on participants, and to view and enter data for participant's retirement accounts; Providing temporary use of a non-downloadable web application for managing assets and calculating values of variable annuity products for insurance companies

Classification kind code

Mark Details

Serial Number

2203043

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 88 on 27^th Sep 2024	Security Interest Placed
Submitted for opposition 135 on 14^th Sep 2022	Amendment to Application
Submitted for opposition 287 on 18^th Aug 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 10^th Aug 2022	Filed
Submitted for opposition 1 on 10^th Aug 2022	Created
Submitted for opposition 31 on 10^th Aug 2022	Formalized