FIDELITY PLANALIGN
Live / Allowed — Notice of allowance issued (as of 15 Sept 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 06 Nov 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99482982
- Mark type
- Stylized text
- Filed
- 06 Nov 2025
- Published for opposition
- 21 Jul 2026
Goods and services
- Class 036 — Insurance and financial services: Financial consulting and financial analysis services in the field of defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing financial information via an online portal regarding cost modeling, benchmarking, peer comparisons, and scenario analysis for retirement plan design; financial advisory services being assisting plan sponsors with evaluating and selecting retirement plan design options based on budget, compliance, participant engagement, retirement readiness, and the anticipated impact on employee recruitment and retention.
- Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring non-downloadable software for designing, modeling, simulating, analyzing, scoring, and benchmarking defined-contribution retirement plans, namely, 401(a), 401(k), 403(b), and 457(b) plans; providing temporary use of online non-downloadable software for configuring plan design parameters, namely employer match formulas, automatic enrollment and escalation settings, and vesting schedules; providing temporary use of online non-downloadable software for generating comparative analytics, decision-support reports, and forecasts regarding plan cost, participant engagement, retirement readiness, and the effects of plan design choices on employee recruitment and retention for plan sponsors.
Owner
Prior registrations
Prosecution history
- 15 Sept 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 21 Jul 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 21 Jul 2026 — PUBLISHED FOR OPPOSITION
- 15 Jul 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 24 Jun 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 15 Jun 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 15 Jun 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 15 Jun 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 23 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 23 Mar 2026 — NON-FINAL ACTION E-MAILED
- 23 Mar 2026 — NON-FINAL ACTION WRITTEN
- 18 Mar 2026 — ASSIGNED TO EXAMINER
- 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 06 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 06 Nov 2025 — NEW APPLICATION ENTERED