Information We Collect
When you use our services or contact us, we may collect the following information:
- Name, email address, and phone number
- Company name and job title
- Information about your retirement plan
- Any other information you choose to provide
How We Use Your Information
We use the information we collect to:
- Connect you with qualified retirement plan specialists
- Schedule and facilitate benchmark reviews
- Respond to your inquiries and provide customer support
- Improve our services and website
- Send relevant communications about our services
Information Sharing
We may share your information with:
- Vetted financial advisors in our network to facilitate benchmark reviews you have requested
- Service providers who assist us in operating our business
- As required by law or to protect our rights
We do not sell your personal information to third parties.
Data Security
We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.
Your Rights
You have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information
- Opt out of marketing communications
Cookies
We use cookies to analyze website traffic and optimize your experience. You can control cookie settings through your browser.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Email: Support@the401kadvisorline.com
Phone: (561) 541-4522
Address: 11440 Okeechobee Blvd STE 206, Royal Palm Beach, FL 33411
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.