RETIRERIGHT 401(K) POOLED EMPLOYER PLAN Trademark
Trademark Overview
On Friday, February 7, 2025, a trademark application was filed for RETIRERIGHT 401(K) POOLED EMPLOYER PLAN with the United States Patent and Trademark Office. The USPTO has given the RETIRERIGHT 401(K) POOLED EMPLOYER PLAN trademark a serial number of 99032341. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, September 9, 2025. This trademark is owned by United Asset Strategies, Inc.. The RETIRERIGHT 401(K) POOLED EMPLOYER PLAN trademark is filed in the Personal, Legal & Social Services and Insurance & Financial Services categories with the following description:
Financial administration of retirement plans, namely, financial administration of pooled employer 401k plans
Regulatory compliance consultancy in the field of 401k retirement plan administration
General Information
| Serial Number | 99032341 |
| Word Mark | RETIRERIGHT 401(K) POOLED EMPLOYER PLAN |
| Filing Date | Friday, February 7, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, September 9, 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | RETIRERIGHT FOUR ZERO ONE K POOLED EMPLOYER PLAN |
| Pseudo Mark | RETIRERIGHT FOUR HUNDRED ONE K POOLED EMPLOYER PLAN |
| Goods and Services | Financial administration of retirement plans, namely, financial administration of pooled employer 401k plans |
| Goods and Services | Regulatory compliance consultancy in the field of 401k retirement plan administration |
| NOT AVAILABLE | "401(K) POOLED EMPLOYER PLAN" |
Classification Information
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 7, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, September 9, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | United Asset Strategies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Garden City, NY 11530 |
Trademark Events
| Event Date | Event Description |
| Friday, February 7, 2025 | NEW APPLICATION ENTERED |
| Tuesday, July 8, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 16, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, July 16, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 16, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 7, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, July 16, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 9, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 9, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 9, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
