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At Retirement Solutions, we view protecting your privacy as one of the basic components of our business. You have chosen us as your plan administrator and we recognize our obligation to keep the information you provide to us safe and secure. Our commitment to protect the privacy of your personal information is a duty we do not take lightly. We also train our employees to understand and enforce these policies. Whether you visit us in person, or on the telephone, or on the internet at, you can be assured that maintaining the privacy of your information is of the utmost importance.

What information we collect:

We may collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us, or others; and
  • Information we receive from third parties such as investment information

"Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing a product or service to you. For example, nonpublic personal information includes information regarding your account balances, investment history, and employment history.

Our security procedures:

We also take steps to safeguard customer information. We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. Employees who violate these standard will be subject to disciplinary measures. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.