Serial Number:
85010721
Mark:
ACES - ADVISOR COMMITMENT TO 401(K) EDUCATION AND SERVICE
Status:
Renewed
Status Date:
08-30-2020
Filing Date:
Registration Number:
3879663
Registration Date:
11-23-2010
[ Educational services provided to 401(k) plan sponsors and plan fiduciaries, namely, training with respect to their investment-related and disclosure-related duties under ERISA, and providing educational services, namely, seminars in the field of investments and retirement planning ] Financial services of brokers selling mutual funds to employer-sponsored 401(k) plans and other defined contribution plans subject to ERISA (Employee Retirement Income Security Act of 1974), namely, providing investment-related support and information to the plan sponsor and the plan's fiduciaries with respect to their duty to select, monitor and replace funds in the plan's investment menu, providing financial counseling, financial retirement planning services and asset allocation assistance to plan participants, and partnering with the plan sponsor to promote, facilitate and encourage retirement savings to plan participants
Mark Description:
N/A
Class:
Education
Type of Mark:
Servicemark
Published for Opposition Date:
09-07-2010
Owner:
Mark Drawing Status:
Standart Character Mark
Abandon Date:
N/A
Business Name:
CULHANE MEADOWS PLLC
Correspondent Name:
