Trademark Overview
On Friday, May 29, 2026, a trademark application was filed for NAVIGATE RETIREMENT SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the NAVIGATE RETIREMENT SOLUTIONS trademark a serial number of 99854209. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, May 29, 2026. This trademark is owned by NBT Bancorp Inc.. The NAVIGATE RETIREMENT SOLUTIONS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Financial advisory and consultancy services, namely, advising financial service providers in the field of retirement plan design and implementation; Financial investment advisory services, namely, providing information on the selection and monitoring of funds in the field of retirement plan design and implementation; Investment management services; Financial retirement plan consulting services; Administration of employee benefit plans concerning finance
Education services, namely, providing classes, seminars, workshops, and coaching in the field of retirement plans and providing educational materials in connection with the same
Business consultation in the field of retirement plans; Financial record-keeping for regulatory compliance purposes; Financial records management; Preparation of business reports, policies and procedures; Preparation of financial statements; Vendor management services for retirement plans
