Tax Deferred Solutions Privacy Policy

Our Commitment to Privacy

Tax Deferred Solutions is committed to maintaining the confidentiality, integrity, and security of personal information about our current and prospective clients. We are proud of our privacy practices and want you to know how we protect this information and use it to provide service.

How and Why We Obtain Personal Information

Tax Deferred Solutions takes great care to protect personal information about plan sponsors, employees, and that acquired from service providers and when we use it, we do so with respect for privacy. We may use personal information to provide services, process transactions, respond to inquiries from plan sponsors, employees or service providers, or to fulfill legal and regulatory requirements. Tax Deferred Solutions may collect public and non-public personal information about you from any of the following sources:

How We Protect Information About You

Tax Deferred Solutions considers the protection of personal information to be a foundation of client trust and a sound business practice. We employ physical, electronic and procedural controls and we regularly adapt these controls to respond to changing requirements and advances in technology. At Tax Deferred Solutions, we restrict access to personal information to those who require it to develop, support, offer and deliver services to employees or plan sponsors.

How we share information about you with third parties

Tax Deferred Solutions does not share personal information about out clients with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities: Based on the nature of your relationship with Tax Deferred Solutions, we may exchange information with other third parties as described below:

Privacy Online

Privacy, security and service in our online operations are just as critical as in the rest of our business. Tax Deferred Solutions employs all of the safeguards described previously, along with the following internet-specific practices. We use firewall barriers, encryption techniques and authentication procedures, among others, to maintain the security of your online session and to protect all systems from unauthorized access.

How we share information about you within Tax Deferred Solutions

We may share personal information about you with various Tax Deferred Solutions affiliates including those who perform, for example, financial services, printing, mailing, and data processing services.