MYPLANMEMBER Trademark
Trademark Overview
On Monday, January 27, 2025, a trademark application was filed for MYPLANMEMBER with the United States Patent and Trademark Office. The USPTO has given the MYPLANMEMBER trademark a serial number of 99019557. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, October 14, 2025. This trademark is owned by PlanMember Financial Corporation. The MYPLANMEMBER trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:
Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; Providing an online, non-downloadable web-based enterprise computer software platform that provides tools for employers to communicate information to their employees; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics and incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendati...
downloadable software application for mobile devices for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices for providing access to enterprise platform tools for employers to communicate information to their employees; downloadable software application for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries informatio...
General Information
| Serial Number | 99019557 |
| Word Mark | MYPLANMEMBER |
| Filing Date | Monday, January 27, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 19, 2025 |
Trademark Statements
| Pseudo Mark | MY PLAN MEMBER |
| Goods and Services | Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; Providing an online, non-downloadable web-based enterprise computer software platform that provides tools for employers to communicate information to their employees; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics and incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to tools that allow employers to review, measure, and report on employee activity on the enterprise platform, and generates qualified customer leads to financial advisors |
| Goods and Services | downloadable software application for mobile devices for providing access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices for providing access to enterprise platform tools for employers to communicate information to their employees; downloadable software application for providing access to a calculator for entry of numerical and other data for calculating recommended retirement metrics incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; downloadable software application for mobile devices for providing access to tools that allow employers to review, measure, and report on employee activity on the enterprise platform, and generates qualified customer leads to financial advisors |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 27, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 27, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | PlanMember Financial Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 |
Trademark Events
| Event Date | Event Description |
| Monday, January 27, 2025 | NEW APPLICATION ENTERED |
| Monday, January 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, June 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 8, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, July 9, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 9, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 16, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 13, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 19, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 19, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 14, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, November 5, 2025 | TEAS STATEMENT OF USE RECEIVED |
