| ONLINE RETIREMENT PLAN REVIEW PlanMember Financial Corporation
97220435 14 Jan 2022 | on 16 Jan 2024
| Providing a website featuring online non-downloadable software for rev... Class 042 Class 042 Computer & Software Services & Scientific Services Providing a website featuring online non-downloadable software for reviewing the progress of savings and investment strategies and for recommending possible adjustments | | | PERSONALIZED RETIREMENT INCOME ANALYSIS PlanMember Financial Corporation
97270541 16 Feb 2022 | on 16 Jan 2024
| Financial analysis, advisory and consultancy services, namely, creatin... Class 036 Class 036 Insurance & Financial Services "RETIREMENT INCOME ANALYSIS" | | | PLANMEMBER EDUCATIONAL SERVICES PlanMember Financial Corporation
97289891 01 Mar 2022 | on 16 Jan 2024
| Production of financial education tools and resources, namely, videos,... Class 041 Class 041 Education and Entertainment Services "EDUCATIONAL SERVICES" | | | PLANMEMBER FINANCIAL CENTERCONNECT PlanMember Financial Corporation
97254214 04 Feb 2022 | on 24 Oct 2023
| Platform as a service (PAAS) featuring computer software platforms for... Class 042 Class 042 Computer & Software Services & Scientific Services Platform as a service (PAAS) featuring computer software platforms for financial centers to manage their business and the business conducted in connection with each financial center, namely, platforms to view business summaries of their independent financial professionals, to generate reports by product or by employer group, to review sales and rollover reports, to track goals, track new client activity | | | ORPR PlanMember Financial Corporation
97262004 10 Feb 2022 | on 05 Sep 2023
| Providing a website featuring online non-downloadable software for rev... Class 036 Class 036 Insurance & Financial Services Financial services in the nature of reviewing savings and investments and providing an analysis thereof, providing recommendations for existing and new savings and investment options, offering support and advice in retirement savings and investing Class 042 Class 042 Computer & Software Services & Scientific Services Providing a website featuring online non-downloadable software for reviewing the progress of savings and investment strategies and for recommending possible adjustments | | | PLANMEMBER 403(B) & 457(B) SAVINGS PROGRAM PlanMember Financial Corporation
97573235 31 Aug 2022 | on 27 Jun 2023
| Financial planning for retirement, namely, administration of a retirem... Class 036 Class 036 Insurance & Financial Services Financial planning for retirement, namely, administration of a retirement plan program designed for educational, governmental, healthcare, and other nonprofit employers featuring a collection of investment and annuities options, employee retirement planning and financial education, and account communications and recordkeeping services | | | PLANMEMBER PARTNERS PlanMember Financial Corporation
97599481 20 Sep 2022 | on 06 Jun 2023
| Providing temporary use of non-downloadable computer software for fina... Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of non-downloadable computer software for financial professionals to manage retirement accounts and review the status of business submissions in the nature of new accounts, manage and make investments, access brokerage services, and receive marketing, sales, investment, and training materials via a computer network, intranet, and the internet; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service and receiving marketing, sales, investment, and training materials via a computer network, intranet, and the internet | | | PLANMEMBER RETIREMENT SERVICES PlanMember Financial Corporation
97677018 14 Nov 2022 | on 06 Jun 2023
| Financial services, namely, financial consulting provided to instituti... Class 036 Class 036 Insurance & Financial Services "RETIREMENT SERVICES" | | | PLANMEMBER INSURANCE PlanMember Financial Corporation
97200668 03 Jan 2022 | on 30 May 2023
| Financial services in the nature of the issuance and distribution of i... Class 036 Class 036 Insurance & Financial Services "INSURANCE" | | | PLANMEMBER INVESTMENT & SAVINGS PROGRAM PlanMember Financial Corporation
97259633 09 Feb 2022 | on 30 May 2023
| A full service financial services program for retirement planning and ... Class 036 Class 036 Insurance & Financial Services PLAN MEMBER INVESTMENT AND SAVINGS PROGRAM | |