USPTO serial 99779520
ERISASSIST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- PERITZ, SARAH L
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kevin J. Soucek
Kevin J. Soucek McDonald Hopkins LLC600 SUPERIOR AVENUE EAST, SUITE 2100Cleveland, OH 44114United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing an online searchable proprietary database featuring information, educational information, and resources, namely, plan cost and fee analysis tools | ACTIVE | — |
| 036 | Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation in the field of asset recordkeeping, 401(k) plans, individual retirement accounts (IRAs), and retirement savings plans in the nature of 403(b) qualified plans, defined benefit plans, and cash balance plans; Financial planning for retirement; Financial retirement plan consulting services; Financial advisory services in the field of wealth management; Financial administration of individual retirement accounts (IRAs) and 401(k) retirement plans; Financial consultation in the field of retirement plan compliance and fiduciary services; Providing an online searchable proprietary database featuring information, educational information, and resources, namely, financial data, financial plan analytics, retirement plan fee and expense benchmarking data, investment performance and expense data, investment comparison and benchmarking tools, financial data analysis tools being fiduciary fee reasonableness analysis tools, financial planning calculators, contribution and retirement savings financial calculators, plan-level asset and investment allocation information, and financial data concerning 401(k), PEP, MEP, and other employer-sponsored retirement plans in the nature of 403(b) qualified plans, defined benefit plans, and cash balance plans, all in the fields of financial planning for and financial administration of employer-sponsored retirement plans | ACTIVE | — |
| 041 | Providing an online searchable proprietary database featuring non-downloadable publications in the nature of educational course materials in the field of employer-sponsored retirement plans | ACTIVE | — |
| 042 | Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for required participant communications, disclosures, and notices in the field of employer-sponsored retirement plan administration and compliance with federal retirement plan regulations in the nature of 403(b) qualified plans, defined benefit plans, non-qualified deferred compensation plans, and cash balance plans; Providing a website featuring a search engine for internet content in the nature of obtaining information, educational information, and professional resources, namely, non-downloadable software tools for data analytics, plan design modeling, regulatory compliance tracking, fiduciary risk scoring, automated audit questionnaires, interactive dashboards and plan benchmarking tools, digital compliance checklists and workflows, plan document templates, automated regulatory update alerts, and searchable databases featuring plan governance documentation, fiduciary compliance reports, and regulatory guidance summaries in the field of employer-sponsored retirement plans in the nature of 403(b) qualified plans, defined benefit plans, non-qualified deferred compensation plans, and cash balance plans; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning | ACTIVE | — |
| 045 | Providing an online searchable proprietary database featuring information in the field of regulatory compliance in employer-sponsored retirement plan administration in the nature of 403(b) qualified plans, defined benefit plans, non-qualified deferred compensation plans, and cash balance plans; Providing an online searchable proprietary database featuring information, educational information, and resources, namely, fiduciary compliance tools | 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.
- Other trademarks owned by SLAVIC INTEGRATED ADMINISTRATION, INC.
- Other trademarks owned by SLAVIC INTEGRATED ADMINISTRATION, INC.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Other trademarks in Class 045
- Similar marks named ERISASSIST
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 13, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 13, 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. |
| Oct 7, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 17, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 16, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 16, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 16, 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. |
| Sep 16, 2026 | GEAN | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Sep 16, 2026 | GEAP | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Sep 16, 2026 | EPEN | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY | — |
| Sep 16, 2026 | CPEA | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED | — |
| Sep 11, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 11, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 11, 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. |
| Sep 4, 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. |
| Sep 4, 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. |
| Sep 4, 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. |
| Sep 2, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 2, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Sep 2, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 27, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 30, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 22, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 22, 2026 | NWAP | NEW APPLICATION ENTERED | — |