accepted
on 03 May 2023
Last Applicant/ Owned by
233 S. Wacker Dr.
Chicago
IL
60606
Serial Number
87021818 filed on 02th May 2016
Registration Number
5066258 registered on 18th Oct 2016
Correspondent Address
Mark D. Swanson
Filing Basis
1. use application currently
Disclaimer
"PLATFORM"
Actuarial services; Financial administration of retirement plans; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an elecRead More
Actuarial services; Financial administration of retirement plans; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processing, administering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place
02th May 2016
02th May 2016
Providing a web site featuring non-downloadable computer software for use in assisting financial professionals and plan sponsors in the management of retirement accounts; Developing applications, software, and websites, for financial companies in the field of retirement plans and retirement benefits programs; Application service provider, namely, managing applications, software, and websites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of online, nondownloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration
02th May 2016
02th May 2016
No 87021818
No Service Mark
No OTL-8011
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 03rd May 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 03rd May 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 03rd May 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 04th Oct 2022 | TEAS SECTION 8 RECEIVED |
| 18th Oct 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 18th Oct 2016 | REGISTERED-SUPPLEMENTAL REGISTER |
| 12th Sep 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 12th Sep 2016 | ASSIGNED TO LIE |
| 23rd Aug 2016 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 23rd Aug 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
