Who We Are and What This Policy Covers
The 401k Advisorline is an appointment-scheduling service. We reach out to retirement plan sponsors and, for those who request it, schedule complimentary benchmark reviews with participating independent financial advisors ("Advisors"). This Privacy Policy describes how we collect, use, share, and protect personal information when you visit this website, communicate with us, or use our services. We are not an investment adviser and do not provide investment, legal, or tax advice.
Information We Collect
Information you provide to us — when you fill out a form, email us, or speak with our team, we may collect your name, email address, phone number, company name, job title, information about your company's retirement plan, and anything else you choose to share.
Information from public and third-party sources — we may obtain business contact information and retirement plan information from publicly available sources, including government filings (such as Form 5500 filings) and licensed business databases, to identify plan sponsors who may benefit from a benchmark review.
Information collected automatically — when you visit this website, we may collect standard usage information (such as pages viewed, browser type, and IP address) through cookies and similar technologies. You can control cookies through your browser settings.
How We Use Your Information
We use the information we collect to:
- Contact plan sponsors about complimentary benchmark reviews
- Schedule and facilitate benchmark reviews you have requested
- Connect you with participating financial advisors
- Respond to your inquiries and provide customer support
- Send communications about our services, with the ability to opt out
- Maintain business records and comply with legal obligations
- Improve our services and website
How We Share Information
We may share your information with:
- Participating financial advisors — to facilitate a benchmark review you have requested, we provide the Advisor with your contact information and relevant plan information
- Service providers — companies that help us operate our business, such as customer relationship management, email, telephone, scheduling, and website hosting providers, under obligations to protect your information
- Legal and safety — as required by law, regulation, legal process, or to protect our rights
We do not sell your personal information, and we do not share it with third parties for their own targeted advertising.
Your Choices: Email and Telephone Opt-Outs
Email — every marketing email we send includes an unsubscribe link. You can also email us to opt out, and we will honor your request.
Telephone — if you ask not to be called again, we will add your number to our internal do-not-call list and honor that request. We also honor applicable do-not-call regulations.
Data Retention
We keep personal information for as long as reasonably necessary for the purposes described in this policy — including maintaining business records of outreach, appointments, and opt-out requests — and as required by applicable law. Opt-out records are retained so that we can continue to honor them.
Data Security
We use reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, alteration, disclosure, or destruction. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.
Your Privacy Rights
Depending on where you live, you may have rights under state privacy laws, which may include the right to:
- Know what personal information we hold about you and request a copy
- Request correction of inaccurate information
- Request deletion of your information
- Opt out of marketing communications
To exercise any of these rights, contact us using the information below. We will verify your request and respond as required by applicable law, and we will not discriminate against you for exercising your rights. Note that most of the information we handle is business contact information collected in a business-to-business context.
Children
Our services are directed to businesses and their representatives. We do not knowingly collect personal information from anyone under 18.
Third-Party Websites
This website links to third-party resources such as FINRA BrokerCheck, the SEC's Investment Adviser Public Disclosure site, and the U.S. Department of Labor. Those sites have their own privacy practices, which we do not control. Any relationship you enter into with an Advisor is governed by that Advisor's own privacy policy, not ours.
Contact Us
If you have questions about this Privacy Policy, our data practices, or want to exercise a privacy right or opt-out, contact us at:
Email: Support@the401kadvisorline.com
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 post the updated policy on this page and update the "Last updated" date. Material changes will be reflected here before they take effect.