Our Privacy Policy

PRIVACY POLICY NOTICE ALLIANCE BENEFIT GROUP OF ILLINOIS, INC.

Alliance Benefit Group of Illinois, Inc (dba “ABG Retirement Plan Services”) has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that you expect us to service your Plan in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

What Information We Collect

We collect certain nonpublic personal identifying information about your Plan Participants (such as Participants’ name, address, social security number, etc.) from information that you provide us via Plan enrollment applications, contribution files or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representative (such as your attorney, accountant, etc.). We also collect information from the Plan’s custodial platform about your Plan’s accounts and transactions (such as purchases, sales, account balances, inquiries, etc.)

What Information We Disclose

We do not disclose the nonpublic personal information we collect about our clients’ Plans to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as authorized brokerdealers, custodians, independent managers, etc.); (ii) to persons assessing our compliance with industry standards (e.g. regulatory authorities, etc.); (iii) our attorneys, compliance consultant, accountants and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). These third parties are prohibited from using or sharing the information for any other purpose. If you decide at some point to either terminate our services or become an inactive client, we will continue to protect your nonpublic information in accordance with our privacy policy, as may be amended from time to time.

Security Of Your Information

We maintain physical, electronic and procedural safeguards to protect your Plan’s nonpublic personal information.

In regards to internet transactions and website privacy, we understand how important it is to protect our on-line clients and website visitors. We do not collect personally identifiable information about individuals except when it is specifically provided on a voluntary basis. We do not share the product, information, service or assistance you have requested.

From time to time we may provide links to other websites as a convenience to you. We make no warranties concerning the privacy policies of these sites. It is recommended that you review the privacy statement of each entity before proceeding. By providing links to non-affiliated sites, we do not imply any endorsement of, or a responsibility for the products, information, or services offered at such sites.

Changes To Our Privacy Policy Or Relationship With You

Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

Revised 2019

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