CASH BALANCE SPECIALIST (CBS)

Serial Number 98888475
641

Registration Progress

Application Filed
Dec 6, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Non-Final Action E-Mailed
Due: Sep 03, 2025 57 days

Basic Information

Serial Number
98888475
Deadline
September 3, 2025
Description
Respond to Non-Final Office Action
Filing Date
December 6, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
641
Status Date
Jun 3, 2025
Application
Pending
Classes
041 042

Rights Holder

American Society of Pension Professionals & Actuaries

03
Address
4245 North Fairfax Drive
Suite 750
Arlington, VA 22203

Ownership History

American Society of Pension Professionals & Actuaries

Original Applicant
03
Arlington, VA

Legal Representation

Attorney
Mark Sommers

USPTO Deadlines

Next Renewal Deadline
57 days remaining
Non-Final Action E-Mailed
Due Date
September 03, 2025
Extension Available
Until December 03, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

6 events
Date Code Type Description
Jun 3, 2025 CNRT R NON-FINAL ACTION WRITTEN
Jun 3, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 3, 2025 GNRT F NON-FINAL ACTION E-MAILED
May 27, 2025 DOCK D ASSIGNED TO EXAMINER
May 19, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 6, 2024 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 041
Education services, namely, providing seminars and training for professionals in the field of retirement planning and cash balance retirement plans
First Use Anywhere: Jul 11, 2024
First Use in Commerce: Jul 11, 2024
Class 042
Development of voluntary standards for professionals in the field of retirement planning and cash balance retirement plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement planning and cash balance retirement plans to determine conformity with certification standards
First Use Anywhere: Jul 11, 2024
First Use in Commerce: Jul 11, 2024

Additional Information

Pseudo Mark
CASH BALANCE SPECIALIST CBS

Classification

International Classes
041 042