Collection: We may collect limited personal data. The personal information that we collect depends on the context of your interactions with us and our Services. We collect information personally given, automatically collected from Internet Protocol (IP) addresses, or Google API when you visit our site. The personal information we may collect includes: names, email addresses, phone numbers, or other information related to retirement plan management services.

Processing: We process your information to provide, improve, and administer our services, communicate with you, for security and fraud prevention, and to comply with the law. We may also process your information for other purposes with your consent. 

Sharing: We do not sell or rent personal data. No information provided through this website will be shared with third parties/affiliates for marketing/promotional purposes. 

Retention: We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, including compliance with legal, regulatory, and contractual obligations. Once data is no longer required, we securely delete, anonymize, or archive it in accordance with industry best practices and applicable data protection laws.