pens, note pads, stationery, writing pads, holiday cards, invitation cards, printed invitations, letterhead paper, notebooks, blank journals, paperwei Read More

Classification Information

Class [016]
Pens, note pads, stationery, writing pads, holiday cards, invitation cards, printed invitations, letterhead paper, notebooks, blank journals, paperweights, paper name tags, memo pad, note cards, blank cards, greeting cards, posters, business cards, printed paper signs, printed paper signs, namely, table tents, markers, adhesive materials for office use, namely, adhesive note paper, business forms, paper envelopes for packaging, paper name badges, paper report covers, paper table linens, printed certificates, printed forms

Classification kind code

Class [035]
Outsourcing in the field of retirement plan administration, including, financial record keeping, records management, notices to participants, distribution processing, payroll consolidation, and monitoring of eligibility dates, providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; preparation of reports relating to finance and investments provided via various means, which may include but are not limited to, the Internet, global networks, telephone, and facsimile; business consultation; Providing financial record keeping services including for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; administration of employee benefit plans concerning employer sponsored retirement plans, defined contribution plans, defined benefit plans, pooled employer retirement plans and other related plans; Financial record-keeping for employer sponsored retirement plans, defined contribution plans, defined benefit plans, pooled employer retirement plan and other related plans

Classification kind code

Class [036]
Financial services, including underwriting and distribution of life and health insurance and annuity products; investment management and advisory services; investment advice; mutual fund management, brokerage, and distribution services; retail stock brokerage services; financial retirement planning; administration of retirement and pension plans; insurance agency and brokerage services; administration of plans including defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields recordkeeping and administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; providing a website featuring information and educational information in the fields of financial retirement planning, retirement savings, retirement investing; recordkeeping and administration of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, social media, telephone, in person, digitally, automated, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations; financial retirement plan consulting services to employer-sponsored retirement plans; fiduciary investment advice to employer-sponsored retirement plans; providing financial information for participants concerning employer-sponsored retirement plans and financial administration for employer-sponsored retirement plans; underwriting, issuance, and administration of stable value investments, including the provision of general account, separate account, synthetic guaranteed investment contract, and collective investment trust versions of such investments; brokerage of, issuing and administration of final expense life insurance

Classification kind code

Class [041]
Educational services, including conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; non-downloadable electronic publications such as newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; organization and presentation of sports tournaments as an event sponsor

Classification kind code

Mark Details

Serial Number

2343375

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 22^nd Aug 2024	Pre-Assessment Letter Sent
Submitted for opposition 30 on 12^th Aug 2024	Filed
Submitted for opposition 1 on 12^th Aug 2024	Created
Submitted for opposition 31 on 12^th Aug 2024	Formalized