
| Serial Number | 86040077 |
| Word Mark | RETIREMENT OUTLOOK ESTIMATOR |
| Filing Date | Friday, August 16, 2013 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Wednesday, December 8, 2021 |
| Registration Number | 4966458 |
| Registration Date | Tuesday, May 24, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/10/2007. |
| Goods and Services | Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans and deferred compensation arrangements and plans; providing others, including retirement plan advisors, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing an online retirement savings plan calculator and online financial information in the field of retirement plans; providing an online retirement savings and investment calculator; providing an online financial calculator; providing an online retirement planning calculator; providing a retirement income calculator; providing a retirement readiness evaluation, namely, providing retirement educational and other information to prepare individuals for retirement and post-retirement financial needs; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, electronic and social media, telephone, and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations |
| NOT AVAILABLE | "ESTIMATOR" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/10/2007. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, August 24, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, February 27, 2013 |
| First Use In Commerce Date | Wednesday, February 27, 2013 |
| Party Name | TRANSAMERICA CORPORATION |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CEDAR RAPIDS, IA 52499 |
| Party Name | TRANSAMERICA RETIREMENT SOLUTIONS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HARRISON, NY 10528 |
| Party Name | TRANSAMERICA RETIREMENT SOLUTIONS, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HARRISON, NY 10528 |
| Party Name | Transamerica Retirement Solutions LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Harrison, NY 10528 |
| Event Date | Event Description |
| Friday, December 6, 2013 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 20, 2013 | NEW APPLICATION ENTERED |
| Saturday, August 24, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 3, 2013 | ASSIGNED TO EXAMINER |
| Friday, December 6, 2013 | NON-FINAL ACTION E-MAILED |
| Friday, December 6, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 22, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, May 27, 2014 | TEAS AMENDMENT OF USE RECEIVED |
| Friday, June 6, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 6, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 17, 2014 | ASSIGNED TO LIE |
| Friday, June 27, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 27, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 18, 2014 | FINAL REFUSAL WRITTEN |
| Monday, August 18, 2014 | FINAL REFUSAL E-MAILED |
| Monday, August 18, 2014 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, February 17, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 17, 2015 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, February 17, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 17, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 13, 2015 | NON-FINAL ACTION WRITTEN |
| Friday, March 13, 2015 | NON-FINAL ACTION E-MAILED |
| Friday, March 13, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 13, 2015 | USE AMENDMENT FILED |
| Friday, March 13, 2015 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, March 16, 2015 | USE AMENDMENT ACCEPTED |
| Tuesday, March 17, 2015 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Friday, September 11, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, September 18, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 18, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 23, 2015 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, October 28, 2015 | SUBSEQUENT FINAL REFUSAL WRITTEN |
| Wednesday, October 28, 2015 | SUBSEQUENT FINAL EMAILED |
| Wednesday, October 28, 2015 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED |
| Tuesday, April 12, 2016 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, April 19, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 19, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, April 19, 2016 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, April 19, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, May 24, 2016 | REGISTERED-SUPPLEMENTAL REGISTER |
| Friday, June 17, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 25, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, February 25, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 25, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 25, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 25, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 25, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 25, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, April 30, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Tuesday, April 28, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, May 24, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, July 19, 2021 | TEAS SECTION 8 RECEIVED |
| Wednesday, December 8, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, December 8, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, May 24, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, December 8, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |