USPTO serial 99482982
FIDELITY PLANALIGN
Reviewed by CopyMark Law Group
Status 688Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- URBAN,HENRY J
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
Deadline: March 15, 2027
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Owner
Boston, MA, US
Boston, MA, US
Goods and services
| 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 | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 15, 2026 | NOAM | NOA E-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. |
| Jul 21, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 21, 2026 | 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 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 | 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. |
| Mar 23, 2026 | 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. |
| Mar 23, 2026 | 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. |
| Mar 23, 2026 | 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. |
| 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 | — |