Web Site Privacy Policy
This website is operated by Conrad Siegel for the benefit of the many people who participate in our clients' retirement 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 that we believe will prevent the misuse of that 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. If you have any questions regarding this privacy policy, please contact a customer service representative.
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.
Accessing the Web Site
Access to this web site is limited to persons who have been assigned a Username and Password. A participant can only access information about himself or herself.
Collection of Personal Information
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 use your email address to inform you of products, services, or other opportunities that may be available through Conrad Siegel or Conrad Siegel Investment Advisors, Inc. We will not sell your information to any mailing list or to any merchants. The personal information displayed on this website has already been collected from the employer who sponsors your retirement plan.
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 client's participants. Participant personal information is accessed by our employees only in the performance of their jobs. We will only discuss your personal information with you and the people who handle your retirement plan for your employer – the Trustee, the Plan Administrator, the contact person(s) listed in your Summary Plan Description, 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. We may use this information to inform you of products, services, or other opportunities that may be available through either Conrad Siegel or Conrad Siegel Investment Advisors, Inc.
By law we would release your personal information upon receipt of a valid court order, warrant, subpoena or your written authorization.
As a result of SEC Rule 22c-2, Conrad Siegel, as a third party administrator is obligated to provide your trading information through Charles Schwab in response to any mutual fund company requests it receives. 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 are providing personal information about you to Schwab which may include your Social Security Number.
Website Security
The information for your account is kept private through multiple security features and procedures. See our Security Policy.
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 websites, please review their privacy and security policies.