Privacy Policy

At Pension Services, Inc., maintaining our clients’ trust and confidence is paramount. We are committed to protecting the personal information of our clients and their employees, and to providing transparency regarding our privacy policy.

• We do not sell the personal information of our clients or their employees.
• We do not share clients’ personal information or employee data with unaffiliated third parties unless explicitly authorized by our clients. This includes authorized individuals like CPAs, investment advisors, or government agencies.
• We afford the same privacy protections to prospective and former clients as we do to current clients.

This policy replaces all previous privacy statements and may be amended as needed. If we make any significant changes, we will inform our clients directly. For any questions, please call us at (305) 595-5500.

As part of our third-party administration services, we collect nonpublic information about our clients and their employees to ensure effective retirement plan management. This data is essential for us to fulfill our responsibilities in administering retirement plans on behalf of our clients.

When authorized by clients, we share relevant retirement plan information with designated CPAs, investment advisors, and plan providers. This sharing allows each party involved in the administration of the retirement plan to perform their duties effectively.

In addition, if legally required and authorized by our clients, we may provide necessary information to governmental agencies that request data regarding clients’ retirement plans.

We prioritize the confidentiality and security of our clients’ information. Only authorized personnel within PSI who need access to client or employee data to fulfill their job responsibilities can view this information. Our strict internal controls and policies ensure that personal data is safeguarded at all times.