Privacy Policy

We are the sole owners of the information collected on this site. We only have access-to /collect information that you voluntarily give us via filled form, email or other direct contact from you. We will not sell or rent this information to anyone. We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request.
We may collect:

• Contact information: Name, email address, telephone number, mailing address, company or plan name, and role (for example, employer, plan sponsor, or participant).
• Business / plan information: Financial and demographic information related to your business or retirement plan that we need to perform our work. This information is treated as confidential and is not shared without your consent, except as described in this Policy.
• Information you submit via forms or secure upload: Data and documents you send to us, including through secure file transfer tools. These secure tools may be used to transmit sensitive information (such as Social Security numbers and dates of birth), but this type of sensitive data is not collected through the general public pages or contact forms on our company website.
• Technical information: IP address, browser type, device identifiers, pages viewed, and similar usage data collected through cookies and similar technologies.​

We may use your information for purposes including:

• To provide you with information, products, or Services that you request from us.
• To carry out our obligations arising from any contracts between you (or your employer/plan) and us.
• To provide customer service in relation to your use of our Services and to respond to inquiries or complaints.
• For internal analysis to improve our Services.

No contact information including phone number will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We use  “cookies” on this site. A cookie is a piece of data stored on a site visitor’s hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.