RETIREMENT PLAN EFFICIENCY ANALYSIS Trademark
RETIREMENT PLAN EFFICIENCY ANALYSIS is a USPTO trademark filed by PCS RETIREMENT, LLC. Status: Registered.
Trademark Facts
| Mark | RETIREMENT PLAN EFFICIENCY ANALYSIS |
|---|---|
| Serial Number | 86082125 |
| Registration Number | 4887043 |
| Status | Registered |
| Filing Date | 2013-10-03 |
| Registration Date | 2016-01-12 |
| Mark Type | Word |
| Nice Classes | 035 (Advertising & Business), 036 (Financial Services) |
| Owner | PCS RETIREMENT, LLC |
| Attorney of Record | Camille M. Miller |
| Prosecution Events | 51 |
| Latest Event | CHAN 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 displays a side-by-side comparison of a current retirement plan design and performance against a proposed plan design whereby such comparison communicates features, benefits and overall impact of the proposed plan design's value proposition as customized with specific investment line-up and models for business or commercial purposes