Web Site Security Policy
This web site 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 web site, you agree to be bound by the terms and conditions below. If you do not agree to all of the terms and conditions below, please do not access the web site or any of its pages. If you have any questions regarding this security policy, please contact a customer service representative.
Changes to our security policy may be made occasionally. We recommend that you review our Security Policy from time to time to learn of new practices and changes to our policies.
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.
Access to this web site is only available if the Plan Administrator for the retirement plan has contracted for it. If you are a participant in a retirement plan that you believe has contracted for web site access and you have not been assigned a Username and Password, please contact a customer service representative. However, if you have been given a Notice telling you that you will not have access to your account for a period of time, please do not try to access this web site until the end of the blackout period described in the Notice.
Privacy Policy
The information for your account is kept confidential under our privacy policies and procedures. See our Privacy Policy.
Facility Security
We protect client and participant information at our office building by restricting access. Unescorted guests are not permitted beyond our reception area. Electronic devices are required to access our office areas.
Telephone Security
For your protection our customer service representatives will follow procedures to verify your identity before discussing your account information. Our customer service representatives have access to your Username and other personal information on record with us. They will ask you to provide certain personal information including your Social Security Number as a part of verifying your identity.
E-mail Security
If you e-mail us through the "Contact Us" feature, you will be using your own computer's e-mail software. Our web site encryption will not apply.
Web Site Security
The information for the participant accounts is kept private and secure through multiple security features and procedures.
  • The information you request from our web site for your account can only be accessed with your Username and Password.
  • When you initially access the web site, you are asked to set up your own Username and Password. This frees you to use something that is easy for you to remember that is not tied to your personal financial information or Social Security Number.
  • In order to assist you if you forget your Username or Password, you are asked to answer one of five Security Questions and to provide us with your e-mail address. If you should forget your Username, you will be asked your first name, last name, and date of birth. Upon your correct response we will use the e-mail address you most recently provided to send you the requested information. If you should forget your Password, you will be asked your Username and Security Question. Upon your correct response we will use the e-mail address you most recently provided to send you the requested information. Our e-mail will only contain your Username or your Password, never both.
  • You will continue to need your initial account number and 4-digit Password we provided when using the phone access service.
  • It is your responsibility to keep your Username, Password, and 4-digit Password confidential.
    • Do not disclose your Username or 4-digit Password to anyone, except our customer service representatives. Your Password should never be disclosed.
    • Never write this information on something others may see.
    • You may change your Password or Security Question at any time through this web site. It is recommended that you periodically change your Password.
    • Contact us immediately if you suspect someone has discovered your account access information.
  • Information you submit through our web site, as well as the information we send back to you while you are visiting our web site, is protected while passing through the Internet using encryption ("scrambling" to make it incomprehensible).
  • E-mails are not encrypted; however, an e-mail will only be sent to the address you provide when you set up your Username and Password. After you have logged in using your Username and Password, you can change your e-mail address.
  • Your account information is not permanently stored on our web server. The information only resides on our web server while you are viewing the information. It is permanently stored on our secured corporate computer systems.
  • Our corporate network systems, which store your account information, use industry standard security controls.
  • Our staff is dedicated to ensuring the security of the information we process and store.
  • Conrad Siegel has policies and procedures in place to limit access to your account information to only those who have a business need to view it.
  • Always log off before surfing other web sites.
More About Security Software
To be sure your plan account information remains private and secure, we use proven security software to encrypt the information before it is transmitted through the Internet. If your browser is not compatible with our security software, your personal information will not be uploaded to the web site.
Our security software utilizes Secure Sockets Layer (SSL) 256-bit encryption technology, the strongest currently available. SSL establishes a secure connection between us.
In addition to protecting communications between us, a firewall has been put in place. A firewall is a security measure that restricts access to our computer system servers that are not part of the Internet support system. We reinforce our firewall by monitoring for computer viruses, worms and signs of attempted hacking.
Accurate Information
We endeavor to keep our records accurate. If there is an error in your personal employment information, please contact the Plan Administrator for your Plan. The Plan Administrator will communicate the needed changes to us. If there is an error in your on-line account information or on your statement, please contact a customer service representative. For your protection the customer service representative will follow procedures to verify your identity before discussing your account information.
Links to Other Web Sites
This web site contains links to other web sites. The privacy and security policies of Conrad Siegel apply only to its web site. If the linked web site has adopted a privacy or security policy, you should review it before agreeing to use the web site.
When you click on a fund name on our web site, you are linked to a web page sponsored by Morningstar, Inc. We do not send that web site any of your personal information. The privacy and security policies of Morningstar, Inc. apply to its web site.
When you link with the Social Security Administration, we do not send that web site any of your personal information. Any information you provide to that web site is protected by the security measures that the Social Security Administration has put in place, not by us.