...SOLVING THE RETIREMENT PUZZLE Trademark

Serial Number: 78177106 • Registration: 2812927

...SOLVING THE RETIREMENT PUZZLE is a trademark filed by Retirement Plan Advisors, Inc. on October 22, 2002. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Retirement Plan Advisors, Inc. (5 trademarks)

105 W. Adams St., Suite 2175
Chicago, IL 60603

Entity Type: 03

Trademark Details

Filing Date

October 22, 2002

Registration Date

February 10, 2004

First Use Anywhere

March 1, 2000

First Use in Commerce

April 1, 2000

Published for Opposition

November 18, 2003

Cancellation Date

September 12, 2014

Goods & Services

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