USPTO serial 77297707
Reviewed by CopyMark Law Group
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Cedar Knolls, NJ, US
DRESHER, PA, US
Roseland, NJ, US
Roseland, NJ, US
Roseland, NJ, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jennifer L. Dean
JENNIFER L. DEAN DRINKER BIDDLE & REATH LLP1500 K Street, N.W.Suite 1100WASHINGTON, DC 20005-1209| Class | Description | Status | First use |
|---|---|---|---|
| 009 | [ Software for use in retirement planning and retirement education; ] providing downloadable electronic benefit plan, retirement account, and health savings account forms and documents; CD-ROMs containing benefit plan, retirement account, and health savings account forms and documents | ACTIVE | — |
| 036 | Recordkeeping and administration of retirement plans, health savings accounts and benefit plans for others; recordkeeping and administration of retirement accounts for others; retirement plan trustee services; retirement plan custodial services, namely, holding, administering and transferring cash, securities, and other retirement plan assets; providing retirement account information by telephone and via the Internet | ACTIVE | Oct 28, 2007 |
| 041 | Educational services, namely, classes, courses, and seminars in the fields of retirement planning and health savings accounts, and distributing course materials in connection therewith; training in the fields of retirement planning and health savings accounts | ACTIVE | — |
| 042 | Providing on-line temporary use of non-downloadable software for use in retirement planning and retirement education; providing on-line temporary use of non-downloadable software for use in administering health savings accounts; providing temporary use of non-downloadable software for use in changing and modifying health savings accounts and retirement accounts | ACTIVE | Feb 7, 2008 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 26, 2026 | NOSU | NOTICE OF SUIT | — |
| Feb 13, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Aug 18, 2021 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 7, 2019 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jun 7, 2019 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Jun 7, 2019 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Jun 7, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 1, 2019 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 7, 2018 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Apr 25, 2018 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 30, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 9, 2015 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 9, 2015 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jun 9, 2015 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 9, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 20, 2015 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Sep 17, 2009 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 9, 2009 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 7, 2009 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jun 4, 2009 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Jun 3, 2009 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 15, 2009 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 15, 2009 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 28, 2009 | IUAF | USE AMENDMENT FILED | — |
| Apr 28, 2009 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 12, 2009 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Oct 28, 2008 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Aug 5, 2008 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 16, 2008 | NPUB | NOTICE OF PUBLICATION | — |
| Jul 10, 2008 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 30, 2008 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jun 30, 2008 | ALIE | ASSIGNED TO LIE | — |
| Jun 28, 2008 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 27, 2008 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 27, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 27, 2008 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 21, 2008 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 21, 2008 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 21, 2008 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 12, 2008 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 11, 2007 | NWAP | NEW APPLICATION ENTERED | — |