MYPLANMEMBER
Live / Allowed — Notice of allowance issued (as of 14 Oct 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 27 Jan 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99019557
- Mark type
- Stylized text
- Filed
- 27 Jan 2025
- Published for opposition
- 19 Aug 2025
- Attorney of record
- Kristin B. Kosinski
Goods and services
- Class 009 — Scientific and electric apparatus: downloadable software application for mobile devices for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices for providing access to enterprise platform tools for employers to communicate information to their employees; downloadable software application for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; downloadable software application for mobile devices for providing access to tools that allow employers to review, measure, and report on employee activity on the enterprise platform, and generates qualified customer leads to financial advisors
- Class 042 — Scientific and technological services: Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; Providing an online, non-downloadable web-based enterprise computer software platform that provides tools for employers to communicate information to their employees; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics and incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to tools that allow employers to review, measure, and report on employee activity on the enterprise platform, and generates qualified customer leads to financial advisors
Owner
- PlanMember Financial Corporation, Carpinteria, CA, US
- PlanMember Financial Corporation, Carpinteria, CA, US
Prior registrations
Prosecution history
- 05 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
- 14 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 19 Aug 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 19 Aug 2025 — PUBLISHED FOR OPPOSITION
- 13 Aug 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 16 Jul 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 15 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 15 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 15 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Jul 2025 — NON-FINAL ACTION E-MAILED
- 09 Jul 2025 — NON-FINAL ACTION WRITTEN
- 08 Jul 2025 — ASSIGNED TO EXAMINER
- 29 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 27 Jan 2025 — APPLICATION FILING RECEIPT MAILED