RCH MANAGED PORTABILITY

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 19 Sept 2022)

What this means for you

Registered since 28 Feb 2017. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by locating and verifying the address of plan participants, providing counseling, completing necessary forms and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans