This privacy notice discloses the privacy practices for PRIVATE RETIREMENT PLAN ADMINISTRATORS, LLC dba TRUST-CFO®, our website; https://www.trust-cfo.com and our web-based CRM, LMS, and Calculators. This privacy notice applies solely to information collected by these data-collection tools, except where stated otherwise. It will notify you of the following:
- What information we collect;
- With whom it is shared;
- How it can be corrected;
- How it is secured;
- How policy changes will be communicated; and
- How to address concerns over misuse of personal data.
Information Collection, Use, and Sharing
Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number provided on our website:
- See what data we have about you, if any.
- Change/correct any data we have about you.
- Have us delete any data we have about you.
- Express any concern you have about our use of your data
In order to use this website, a user must first complete the Disclaimer at the bottom of each Calculator form. As a user is required to give certain information (such as name and email address). This information is used to contact you about the products/services on our site in which you have expressed interest. At your option, you may also provide demographic information (such as gender or age) about yourself, but it is not required.
Sharing Information for Planning Purposes
We use an outside consultants, advisors, and professionals to provide applicable analysis to support your case and resolve your planning needs. These companies do not retain, share, store or use personally identifiable information for any secondary purposes beyond filling your planning needs. When the user requests these value-add services, we will share names or other contact information that is necessary for the third party to provide these support services. These parties are not allowed to use personally identifiable information except for the purpose of providing these services.
We take precautions to protect your information. When you submit sensitive information via the website or our CRM web-based forms, your information is protected both online and offline using a secure link or portal that is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser or looking for “https” at the beginning of the address of the web page.
While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (e.g., administration or planning) are granted access to personally identifiable information. The computers/servers on which we store personally identifiable information are kept in a secure environment with secured password protections with cyber-security oversight.
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 their experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.
This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.
Notification of Changes