RETIREMENT PLAN EXCHANGE
Live / Registered — Registered and renewed (as of 26 Jun 2024)
What this means for you
Registered since 01 Apr 2014. 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 01 Apr 2024).
Record
- Serial number
- 85800312
- Registration number
- 4508316
- Mark type
- Stylized text
- Filed
- 11 Dec 2012
- Registered
- 01 Apr 2014
- Next maintenance due
- 01 Apr 2024
- Attorney of record
- Matthew Krigbaum
Goods and services
- Class 035 — Advertising and business services: Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade
- Class 036 — Insurance and financial services: Financial services, namely, underwriting and distribution of life and health insurance and annuity products; investment management and advisory services; mutual fund management, brokerage, and distribution services; retail stock brokerage services; financial retirement planning; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade
- Class 041 — Education and entertainment services: Educational services, namely, conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade
Owner
- Transamerica Corporation, Cedar Rapids, IA, US
- Transamerica Corporation, Cedar Rapids, IA, US
Prosecution history
- 26 Jun 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 26 Jun 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 26 Jun 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 26 Jun 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Mar 2024 — TEAS SECTION 8 & 9 RECEIVED
- 01 Apr 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 29 Apr 2020 — REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD
- 29 Apr 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Feb 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 26 Feb 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Feb 2020 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 26 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Feb 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 08 Jan 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED