Privacy Policy

This website is operated by Conrad Siegel for the benefit of the many people who participate in our clients' retirement or benefit plans. We understand that you are concerned about the privacy of information. We have established policies and procedures regarding the collection, use and security of your information. These policies and procedures are designed to help us serve you while maintaining strict privacy standards.

By accessing any page of the website, you agree to be bound by the terms and conditions of our privacy and security policies. If you do not agree to all of the terms and conditions, please do not access the website or any of its pages.

Changes to our privacy policy may be made occasionally. We recommend that you review our Privacy Policy from time to time to learn of new practices and changes to our policy. If you are a client or participant who has provided an email address, we will email you if we make a material change.

Accessing the Website

Access to this website is limited to persons who have been assigned a username and password. A participant can only access information about themselves.

Privacy Policy

Except as required by law, all information we receive in the course of providing our services is held in strict confidence. We conduct our business with a strong understanding of the need to preserve the confidential matters of our clients' participants. We will share your personal information for our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or run address search reports with credit bureaus. Personal information is accessed by our employees only in the performance of their jobs. Conrad Siegel will only discuss your personal information with you and the people who handle your retirement or benefit plan for your employer, the Trustee, the Plan Administrator, the Investment Advisor, and the service providers they hire to provide services for the Plan.

We do not sell or market your personal information or personalized data to unaffiliated organizations. Unless you ask us not to, we may use this information (including your email address) to inform you of products, services, or other opportunities that may be available through either Conrad M. Siegel, Inc. or Conrad Siegel Investment Advisors, Inc. We do not share your personal information about your transactions, except for our affiliates’ everyday business purposes. We will not sell or market your information to any mailing list or to any unaffiliated organizations.

Federal law gives you the right to limit the sharing of personal information for affiliates’ everyday business purposes and marketing to you. State laws and individual companies may give you additional rights to limit sharing. If you limit our sharing for an account you hold jointly with someone else, your choices will apply to everyone on your account. To limit our sharing, please contact a customer service representative. See Contact Us for our hours and telephone number.

By law, we would release your personal information upon receipt of a valid court order, warrant, subpoena or your written authorization (with proper verification of your identity). As a result of SEC Rule 22c-2, Conrad M. Siegel, Inc., as a third party administrator is obligated to provide your trading information to mutual fund institutions in response to any requests received directly or through the custodian, Charles Schwab Trust Bank. When we receive a mutual fund's request, we must respond with your Social Security Number and trading activity information, limited to the mutual fund and time period specified in the request. The only identifying information that we provide is your Social Security Number. Disclosure of this information is consistent with federal and state law.

If you have a Schwab PCRA account, in order to complete certain transactions or account changes, we provide personal information about you to Schwab which may include your Social Security Number.

Right to Non-Discrimination for the Exercise of Your Privacy Rights

You have the right not to receive discriminatory treatment from us for the exercise of your privacy rights. We will not treat you differently if you request that we provide you a list of the categories of personal information that we have collected over the last 12 months or request the deletion of your personal information that we collect. There will be no charge for these services. You can designate an authorized agent to make these requests on your behalf. Your agent must be your attorney or a person with a properly written and executed durable power of attorney.

Collection of Personal Information

You have the right to know how we collect, share, and protect your personal information. All the information we collect is gathered for the purpose of providing you with services connected with your retirement or benefit plan.

We collect your IP address and email address, along with your username and password. IP addresses are tracked for logging purposes only. Your email address will be used to provide site access assistance and to respond to your emails to us. For example, we will email you a code to reset your password if you request this help and answer the Security Question. We may also send you announcements of retirement or benefit plan information available on the website.

We collect your personal information from the employer who sponsors or participates in your retirement or benefit plan. This information may include, among other things, your address, date of birth, full Social Security Number, compensation, employment information, spousal information, account balances, and account investments. If available to you based on the access you have, you may add to this personal information by: making investment elections, naming a beneficiary, sending us emails, providing additional email addresses, mailing addresses, telephone numbers, and a preferred name, uploading documentation for distributions, hardships, loans and notarized forms, using the Retirement Bridge or Financial Wellness tools, and engaging in similar uses of the website.

Conrad Siegel Investment Advisors, Inc. collects your personal information when you: open an account, deposit money, seek advice about your investments, enter into an investment advisory contract, or tell its employees about your investment or retirement portfolio or earnings. It also collects your personal information from other companies. TD Ameritrade shares customer information with MoneyGuidePro as if it were its affiliate, under a contract between these entities. Any further information on how this affects your privacy is available through TD Ameritrade as Conrad Siegel Investment Advisors, Inc. is not privy to this contract.

You may request that we provide you a list of the categories of personal information that we have collected over the last 12 months and the sources from which it was collected. After we have verified your identity, we will meet this request. If you do not want to submit your request through your participant login, contact a customer service representative. See Contact Us for our hours and telephone number. We will require that you verify your identity by providing your name, birthdate, the last four digits of your Social Security Number, and address. If any of this information differs from the data provided by you at the time of your initial enrollment or as subsequently updated by your plan’s sponsoring employer, additional proof of identity will be required. Proof may consist of: (1) a current driver's license, (2) passport, (3) birth certificate, (4) social security card, (5) marriage license, and/or (6) court order of name change, as appropriate. You may mail, fax, or email a copy of the necessary documentation. If proper proof cannot be provided, no personal information will be disclosed.

Website Security

The information for your benefits or account is kept private through multiple security features and procedures that comply with federal law. These measures include computer safeguards and secured files and buildings. See our Security Policy.


Cookies are small pieces of data that browsers place on your device from a website. This website uses cookies that are necessary to allow the site to function, such as the ability to login. There are many choices available to manage cookies, as all major browsers allow you to block or delete cookies from your device. Deleting or blocking cookies may prevent you from using certain parts of this website.

Links to Other Websites

This website contains links to other websites. The privacy and security policies of Conrad Siegel apply only to its website. Before accessing other external websites, please review their privacy and security policies.

California Consumer Privacy Act Notice

We collect:

  • Identifiers such as a real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security Number, driver’s license number, passport number, or other similar identifiers
  • Customer records, such as telephone numbers and bank account numbers
  • Protected classification characteristics such as age, gender, and marital status
  • Commercial information, including records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies (i.e., investment records)
  • Internet or other electronic network activity information, including, but not limited to, browsing/search history on our website, information regarding a consumer’s interaction with an internet website application, or advertisement
  • Geolocation information such as device location collected from your IP address
  • Audio, electronic, or similar information, such as call recordings
  • Professional or employment-related information, such as hire date and hours worked

We collect, use, and share this information as described above in Collection of Information section.

Your Right to Request Deletion of Personal Information if you Reside in California or the European Union

If you reside in California or the European Union, you have an enforceable legal right to request the deletion of your personal information that we collect. We will only delete personal information that is not necessary for us to administer your retirement or benefit plan. This means we will anonymize the information (i.e., disconnect the information from your name and other identifiers) you provided for the purpose of setting up online access to your account (e.g., username and password, preferred name, personal email address(es) and phone number(s). We will also anonymize any personal information you provided through the Retirement Bridge or Financial Wellness tools. All other information must be retained in order for the plan to comply with Department of Labor regulations.

You may submit your request through your participant login or by contacting a customer service representative. See Contact Us for our hours and telephone number. Your identity will be verified as described above. If proper proof cannot be provided, no personal information will be deleted or anonymized.

Additional Rights of Residents of the European Union Participating in a U.S.-based Retirement or Benefit Plan

Your personal information is necessary for us to fulfill our administration contract with your retirement or benefit plan so that it can meet U.S. Internal Revenue Service and Department of Labor requirements and provide you with your proper benefits.

For instance, if you are a participant in a Defined Contribution Plan using our full web services - we collect additional information to help you prepare for retirement with appropriate savings for your needs, receive financial help while you remain employed, and make your desired designation of beneficiaries. The Retirement Bridge and Financial Wellness are automated tools. More information about the assumptions built into these tools is provided on their web pages. You are under no obligation to use these tools. They are intended to assist you in preparing for retirement.

If you provide us with personal information that is not necessary for us to fulfill our administration contract with your retirement or benefit plan, you have certain rights you may exercise.

  1. You have the right to be informed. This means we must be clear about what personal data we are processing, why, and to whom your data may be passed as described in this Privacy Policy.
  2. You have a right of access. You may see the personal data we hold on this website by logging in. You may contact us for any personal data we may hold on our servers or in our files. These same rights apply to your employer and your personal information that it holds and provides to us. You may contact your employer if you wish to exercise these rights regarding your personal information that it holds.
  3. You have a right to rectification. We will correct your personal data that is incorrect. We will notify you when it is corrected.
  4. You have a right to erasure. Under certain circumstances and within certain limits, your personal data can be erased. If your data must be kept due to the U.S. laws governing a qualified retirement plan or benefit plan, it will not be erased. You may waive participation in your employer’s retirement or benefit plan before your plan entry date and have us erase all of your personal data that we hold.
  5. You have the right to restrict processing. You can ask us to halt processing your personal data temporarily while a dispute is being resolved or a correction implemented.
  6. You have a right to data portability. You can ask us to provide to you in a machine-readable format any personal data that you gave us directly and is subject to automated processing.
  7. You have a right to object to the further processing of your personal data, if we are using it in a manner that is inconsistent with the primary purpose for which it was collected, including profiling, automation, and direct marketing.
  8. You have the right not to be subject to a decision based solely on automated processing where the result could be damaging to you. Plan decisions involving personal information are not automated.

If you have any questions regarding this privacy policy, please contact a customer service representative. See Contact Us for our hours and telephone number. If you have an issue with how your rights are being protected, you may lodge a complaint with the plan sponsor’s data protection officer or our Privacy Concern Officer.

To send an email to our Privacy Concern Officer, please log in and use the Contact Us page or direct your letter to:

Conrad Siegel
PO Box 5900
Harrisburg, PA 17110-0900
Attn: Privacy Concern Officer

Revised July 2023.