| Serial Number | 85800312 |
| Word Mark | RETIREMENT PLAN EXCHANGE |
| Filing Date | Tuesday, December 11, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, June 26, 2024 |
| Registration Number | 4508316 |
| Registration Date | Tuesday, April 1, 2014 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Educational services, namely, conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade |
| Goods and Services | Financial services, namely, underwriting and distribution of life and health insurance and annuity products; investment management and advisory services; mutual fund management, brokerage, and distribution services; retail stock brokerage services; financial retirement planning; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade |
| Goods and Services | Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade |
| NOT AVAILABLE | "RETIREMENT PLAN" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 21, 2012 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 29, 2012 |
| First Use In Commerce Date | Thursday, February 28, 2013 |
| 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 | Friday, December 21, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 29, 2012 |
| First Use In Commerce Date | Thursday, February 28, 2013 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 21, 2012 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, October 29, 2012 |
| First Use In Commerce Date | Thursday, February 28, 2013 |
| Party Name | Transamerica Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52499 |
| Party Name | Transamerica Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52499 |
| Event Date | Event Description |
| Monday, March 18, 2013 | NON-FINAL ACTION E-MAILED |
| Friday, December 14, 2012 | NEW APPLICATION ENTERED |
| Friday, December 21, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 15, 2013 | ASSIGNED TO EXAMINER |
| Monday, March 18, 2013 | NON-FINAL ACTION WRITTEN |
| Monday, March 18, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 29, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 29, 2014 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, September 16, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 16, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 17, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, October 17, 2013 | FINAL REFUSAL WRITTEN |
| Thursday, October 17, 2013 | FINAL REFUSAL E-MAILED |
| Thursday, October 17, 2013 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, January 29, 2014 | TEAS AMENDMENT OF USE RECEIVED |
| Friday, February 21, 2014 | ASSIGNED TO LIE |
| Saturday, February 22, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 1, 2014 | REGISTERED-SUPPLEMENTAL REGISTER |
| Wednesday, September 23, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 29, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 29, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 30, 2014 | USE AMENDMENT FILED |
| Thursday, January 30, 2014 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, February 3, 2014 | USE AMENDMENT ACCEPTED |
| Monday, February 3, 2014 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, February 4, 2014 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Tuesday, December 29, 2015 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 29, 2015 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, April 1, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, November 22, 2019 | TEAS SECTION 8 RECEIVED |
| Friday, November 22, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, December 27, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, January 8, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, January 8, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Wednesday, February 26, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, February 26, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 26, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 26, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, February 26, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, April 29, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD |
| Wednesday, February 26, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, April 29, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, April 1, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, March 27, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, June 26, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, June 26, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, June 26, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, June 26, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |