PLANMEMBER PEP

Live / Registered — Registered (as of 20 Dec 2022)

What this means for you

Registered since 20 Dec 2022. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 20 Dec 2028: the §8 declaration of use).

Record

Serial number
97022096
Registration number
6928003
Mark type
Word mark
Filed
10 Sept 2021
Published for opposition
04 Oct 2022
Registered
20 Dec 2022
Next maintenance filing
§8 declaration of use, due by 20 Dec 2028 (grace period to 20 Jun 2029)
Attorney of record
Kristin B. Kosinski

Goods and services

  • Class 035 — Advertising and business services: Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers
  • Class 036 — Insurance and financial services: Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost

Owner

Prosecution history

  • 19 Jun 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 19 Jun 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 19 Jun 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 19 Jun 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 19 Jun 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 19 Jun 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 26 Jul 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 26 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 26 Jul 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 26 Jul 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 26 Jul 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 26 Jul 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 20 Dec 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 20 Dec 2022 — REGISTERED-PRINCIPAL REGISTER
  • 04 Oct 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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