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PRIVACY NOTICE
as required by Federal Trade Commission Rule 16 CFR Part 313
"Privacy of Consumer Financial Information"
PRIVACY
POLICY
YOUR
PRIVACY IS IMPORTANT TO US.
At Retirement Plan Review, Inc. we are committed to your privacy
and retaining your trust. We request your right to keep your
personal information confidential and to avoid unwanted
solicitations. Please read this to learn how we handle your
personal information.
TYPES OF
INFORMATION WE COLLECT
We collect nonpublic personal information about you and your
employees that is provided by you or obtained by us with your
authorization to prepare feasibility studies, plan valuations
and your form 5500 tax returns.
EXAMPLES
OF SOURCES FROM WHICH WE COLLECT INFORMATION:
CLIENT
INTERVIEWS, CORPORATE TAX RETURNS, TRUST REPORTING PACKAGES AND
FINANCIAL QUESTIONNAIRES
To properly prepare your form 5500 and a plan valuation, we
receive information from you to complete your return. This
information is collected from you in written form, by phone, on
line, by mail and in personal interviews and consultations
conducted by us, as well as by information we collect from
others with your authorization.
TRANSACTION INFORMATION.
This is information about your transactions with us and includes
information necessary for preparation, as well as all
correspondence between you and us. Transaction information would
also include your payment history with us, billing records and
any collection effort engaged in by us for payment of services
rendered to you.
PARTIES TO
WHOM WE DISCLOSE INFORMATION
We do not disclose any nonpublic personal information about our
clients or former clients to our affiliates or to nonaffiliated
third parties except as permitted by law. Nonpublic Personal
Information about you and our former clients may be disclosed to
both our affiliates and non-affiliated third parties as
permitted by law.
CONFIDENTIALITY AND SECURITY OF NONPUBLIC PERSONAL INFORMATION
We restrict access to Nonpublic Personal Information about you
to those employees and other parties who must use that
information to provide services to you. Their right to further
disclose and use the information is limited by applicable by
law. We also maintain physical, electronic, and procedural
safeguards in compliance with applicable laws and regulations to
guard your Nonpublic Personal Information. If you have any
questions concerning our policy, please contact us.
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