The Pension Specialists is committed to maintaining the confidentiality, and security of personal information entrusted to us by current and prospective customers. We are proud of our privacy practices and we want you to know we protect your information and we use it to service your account.
Please take a moment to review this privacy policy.
How We Obtain Personal Information
The Pension Specialists (TPS) uses personal information collected about your company and your employees to provide your retirement plan with outstanding service.We
may use this information in order to process transactions in your account; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements. TPS may collect nonpublic personal information about you from any of the following sources:
I From you or your representative on applications or forms (for example, name, address, Social Security number, birth date, assets)
I From transactional activity in your account (for example, trading history and balances)
I From other interactions with TPS (for example, discussions with our customer service staff)
I From other sources with your consent or with the consent of your representative (for example, from other institutions if you transfer to TPS as third party administrator.)
How We Protect Your Information TPS has always considered the protection of sensitive information to be a sound business practice and important for customer trust. We use information protection controls in keeping with industry standards and practices, and we regularly adapt these procedural controls to respond to changing requirements and advances in technology.
Within TPS and among our service providers, we restrict access to information to those who require that access in order to provide products and services to you. We may share the personal information that we collect with the following entities:
) Affiliates, including affiliated services providers (for example, your investment provider) We do not share information collected from our customers for marketing purposes, except with the consent of the investment professional or the customer.
) Unaffiliated service providers (for example, fulfillment companies)
) Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes)
) Other organizations, with your consent or as directed by your representative
) Other organizations, as permitted by the laws that protect your privacy (for example for fraud prevention)
Download a PDF of our privacy policy HERE