PlanConnect Privacy Statement

PlanConnect® - Online Privacy Policy

PlanConnect® provides administrative support for employee retirement plans. We are committed to protecting the confidentiality and security of the personal information we collect about plan participants.

Safeguarding Personal Information

In the course of providing services to employee retirement plans, we may acquire personal information about plan participants, including names, addresses, telephone numbers, e-mail addresses and Social Security numbers, employer identification numbers, and information about plan investments. We will protect the confidentiality of all personal information we collect about plan participants in accordance with our Privacy Policy. We will not sell or rent personal information about plan participants. However, we may disclose personal information to PlanConnect®'s service providers or as otherwise required or permitted by law.

Our Use of Cookies, Web Beacons and Clear GIF or Tracking Pixels

We may collect information about how you use our Website. We may obtain this information by tracking which pages you view at which times and similar data through our Web server software and cookies, web beacons and clear GIFs or tracking pixels. A cookie is a small data file that a Website can send to the browser on your computer when you link to that Website. It is not a computer program. A cookie does not extract personal information about you, such as your name and address, from your computer. It does not read data on your hard drive or instruct your computer to perform any function.


A cookie sent to your browser from our Website can be used by our Website to recognize your computer whenever you subsequently log onto our Website. We also use cookies to track your usage patterns of our Website, such as how frequently you log in, which pages you use, when and for how long. Tracking information we may obtain by using a cookie may also be associated with personal information we may have collected about you.


You may be able to use your browser to give you the option of accepting or rejecting a cookie whenever visit a Website. You may also be able to use your browser or other software to clear cookies from your hard drive any time you wish. However, deleting a Website's cookie may mean that the Website will not recognize you as a repeat user. As a result you may have to re-enter information and reject a new Website cookie every time you attempt to access the website.


Besides cookies we may use web beacons and clear GIFs or tracking pixels to also track your usage patterns of our Website. Like cookies, these small files also do not store, record or share any personal information about you. We utilize third party Internet services vendors to collect site traffic data through the use of these web beacons and clear GIFs or traffic pixels that can be embedded in our Website. These vendors can then provide us with completely anonymous usage data to allow us to improve our Website. This usage data cannot in any way be associated with any personal information we have about you.

Security Of Information Transmissions

Personal information about plan participants is contained in secure areas of our Website and is protected while passing through the Internet using encryption technology called Secure Sockets Layer or SSL. Your browser will indicate when you are within a secure area of our Website by displaying a symbol, such as a locked padlock or an unbroken key. Encryption technology scrambles transmissions so it is incomprehensible to third parties. Although we will use all reasonable efforts to safeguard the confidentiality of your information, Internet transmissions cannot be made absolutely secure. We will not be liable for the unintended disclosure of information due to errors in transmission or unauthorized acts of or breaches of security by third parties. Please note that regular Internet e-mail is not secure. To protect your privacy, please do not use e-mail to communicate information that you want kept confidential. You can, of course, always contact us by telephone or mail as described below.

Website Links

Our Website can be reached by hypertext links ("hyperlinks") from Websites ("third party sites") that are not owned or controlled by us. It may also be possible to use hyperlinks to reach third party sites from our Website. Third party sites may have privacy policies controlling the collection and use of personal information about you that are different from our privacy policy. A link to or from a third party site is not an endorsement by us of the site, its content, its privacy practices or its sponsoring organization, and we cannot be responsible for the practices, content or accuracy of third party sites.

Changes to Our Privacy Policy

We may make changes to our privacy policy in the future. Before we do, we will notify the employers who sponsor the plans we administer and post a copy of the revised privacy policy on our website.

Contacting Us

Questions? Call the PlanConnect® Customer Service Center toll-free at (800)-923-6669.