Trademark Overview
On Thursday, November 6, 2025, a trademark application was filed for FIDELITY PLANALIGN with the United States Patent and Trademark Office. The USPTO has given the FIDELITY PLANALIGN trademark a serial number of 99482982. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, November 6, 2025. This trademark is owned by FMR LLC. The FIDELITY PLANALIGN trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
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, and 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.
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, namely 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.
