Trademark Overview
On Thursday, April 9, 2026, a trademark application was filed for ERISA COMPASS with the United States Patent and Trademark Office. The USPTO has given the ERISA COMPASS trademark a serial number of 99754844. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 9, 2026. This trademark is owned by Erisa Corporation. The ERISA COMPASS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning, Financial plan consulting, Financial advice, Financial asset management, Compliance and fiduciary governance services, Third party financial administration, Recordkeeping services, Actuary services, all of the aforesaid in the field of retirement and retirement plans, namely as to 401(k) employer-sponsored retirement plans, Employee Retirement Income Security Act (ERISA) plans, and investment strategy for employees; Financial consultation and advice in the field of registered investments; Regulatory compliance consultancy in the field of retirement plan administration; Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Downloadable software for 401(k) employer-sponsored retirement plans and Employee Retirement Income Security Act (ERISA) plans; Periodic publications in digital downloadable and hard copy format
