USPTOProtect this trademark from copycats!
With our trademark monitoring alerts, you are automatically notified by email about copycats and free riders.
The US trademark ...SOLVING THE RETIREMENT PUZZLE was filed as Word mark on 10/22/2002 at the U.S. Patent and Trademark Office.
It was registered as a trademark on 02/10/2004.
The current status of the mark is "CANCELLED - SECTION 8".
| Trademark form | Word mark |
| File reference | 78177106 |
| Register number | 2812927 |
| Application date | October 22, 2002 |
| Publication date | November 18, 2003 |
| Entry date | February 10, 2004 |
Trademark owner
105 W. Adams St., Suite 2175
60603 Chicago
US
60603 Chicago
US
goods and services
36
Retirement plan and support, namely, management of qualified retirement plans, 401k, 403b and 457, IRA's, education funding accounts including 529 plans, individual accounts, joint accounts and custodial accounts; investment advice; financial onsite enrollment services, namely, enrolling employees of other businesses in 457, IRA, 401k and 403b plans at the place of employment; comprehensive financial planning and investment services, namely, asset allocation modeling, portfolio rebalancing, retirement needs analysis and underlying fund selection in the fields of securities, mutual funds and insurance products; and wealth management services, namely, planning, designing and supporting at the plan sponsor/plan trustee level, namely, plan document development, namely, eligibility criteria, contribution formula and withdrawal provisions, financial plan adoption agreement review and financial contribution formula design, financial portfolio management and investment management of securities, mutual funds and insurance products
ID: 1378177106