ERISA COMPASS Trademark
Serial Number: 99754844
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 16 - Paper Goods
Paper and cardboard; printed matter; bookbinding material; photographs; stationery
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
MELISSA M ALLEN DREAMCOUNSEL, INC.
725 Cool Springs Blvd, 6th Floor
Franklin, TN 37067
United States
Trademark Details
Filing Date
April 9, 2026
Registration Date
Not Registered
Goods & Services
Regulatory compliance consultancy in the field of retirement plan administration; Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities
Printed Periodic publications in the nature of e-books and newsletters in the field of retirement planning, technical guidance for adopters of qualified retirement plans, and fiduciary governance for qualified plan fiduciaries
Financial planning, Financial plan consulting, Financial advice, Financial asset management, Third party financial administration, Actuarial services, all of the aforesaid in the field of retirement and retirement plans, in particular as to 401(k) employer-sponsored retirement plans, Employee Retirement Income Security Act (ERISA) plans, and investment strategy for employees; Financial consultation and advice in the field of registered investments in the form of marketable securities traded on U.S. exchanges
Downloadable software for retirement readiness calculations for plan participants, compensation and benefit planning for employers 401(k) employer-sponsored retirement plans and Employee Retirement Income Security Act (ERISA) plans; Downloadable periodic publications in the nature of e-books and newsletters in the field of retirement planning, technical guidance for adopters of qualified retirement plans, and fiduciary governance for qualified plan fiduciaries
Financial record-keeping for retirement readiness analysis, retirement benefit administration
