Legal Representation
Attorney
Jon Jekel
USPTO Deadlines
Next Deadline
57 days remaining
Non-Final Action E-Mailed
Due Date
February 21, 2026
Extension Available
Until May 21, 2026
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 21, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 21, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 21, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 18, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 7, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 30, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jun 30, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Annuity and life insurance underwriting services; Annuity and insurance account administration; Annuity services, namely, the issuance and administration of annuities, annuity accounts, and related investments; Annuity services, namely, investment management and distribution of annuity funds; Underwriting and issuance of funding agreements and consultation in connection therewith; Financial and investment services, namely, investment of funds of others; Financial information services; Annuity information services; Insurance information services; Providing financial information via a website; Financial information provided by electronic means; Financial administration of retirement plans; Financial retirement plan consulting services; Providing an internet website portal featuring financial data information for evaluating investment, insurance, and retirement plans.
Class 042
Software as a service (SaaS) featuring software for managing and administering retirement income solutions, defined contribution plans, and annuity contracts; platform as a service (PaaS) featuring computer software platforms for integrating, processing, and administering data among retirement plan recordkeepers, insurers, asset managers, and annuity providers; providing online non-downloadable software for facilitating data communication and processing for retirement plan and annuity administration; providing temporary use of online non-downloadable middleware for data integration and communication between retirement plan service providers, annuity carriers, and recordkeepers; computer services, namely, integration of computer systems and networks in the field of retirement plan and annuity administration; providing a website featuring technology for managing data for defined contribution plans, in-plan retirement income solutions, and annuities.
Classification
International Classes
036
042