GleanMark

RETIREMENT PLAN DIAGNOSTIC Trademark

RETIREMENT PLAN DIAGNOSTIC is a USPTO trademark filed by PCS RETIREMENT, LLC. Status: Registered.

Trademark Facts

MarkRETIREMENT PLAN DIAGNOSTIC
Serial Number86082120
Registration Number4887042
StatusRegistered
Filing Date2013-10-03
Registration Date2016-01-12
Mark TypeWord
Nice Classes035 (Advertising & Business), 036 (Financial Services)
OwnerPCS RETIREMENT, LLC
Attorney of RecordCamille M. Miller
Prosecution Events51
Latest EventCHAN on 2026-03-17

Goods & Services

Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services; Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plans, including the plan's return on investment, participation level, and utilization against the plan's peer group and industry for business or commercial purposes

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