USPTO serial 99482982
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This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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FMR LLC
Boston, MA, US
FMR LLC
Boston, MA, US
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | 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. | ACTIVE | — |
| 042 | 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. | ACTIVE | — |
| Date | Code | Event |
|---|---|---|
| Jul 21, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Jul 21, 2026 | PUBO | PUBLISHED FOR OPPOSITION |
| Jul 15, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Jun 24, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jun 15, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jun 15, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jun 15, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Mar 23, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Mar 23, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Mar 23, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Mar 18, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Feb 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Nov 6, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Nov 6, 2025 | NWAP | NEW APPLICATION ENTERED |