Drawing for FIDELITY PLANALIGN

USPTO serial 99482982

FIDELITY PLANALIGN

Reviewed by CopyMark Law Group

Status 686
Filing date
Status date
Registration date
Examiner
URBAN,HENRY J

What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

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Owner

  • FMR LLC

    Boston, MA, US

  • FMR LLC

    Boston, MA, US

Goods and services

ClassDescriptionStatusFirst use
036Financial 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.ACTIVE
042Software 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.ACTIVE

Prosecution history

DateCodeEvent
Jul 21, 2026NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 21, 2026PUBOPUBLISHED FOR OPPOSITION
Jul 15, 2026NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 24, 2026CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER
Jun 15, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Jun 15, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 15, 2026TROATEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 23, 2026GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 23, 2026GNRTNON-FINAL ACTION E-MAILED
Mar 23, 2026CNRTNON-FINAL ACTION WRITTEN
Mar 18, 2026DOCKASSIGNED TO EXAMINER
Feb 11, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 6, 2025MAFRAPPLICATION FILING RECEIPT MAILED
Nov 6, 2025NWAPNEW APPLICATION ENTERED

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