Privacy Policy

This policy explains what information RetireFax (“we”) collects through retirefax.com and how we use it.

Information You Give Us

When you request a demo or email us, we receive what you send: typically your name, work email, company, role and message. We use it to reply to you, arrange a demo and keep a record of our conversation.

Information Collected Automatically

Our hosting provider records basic technical information, such as IP address, browser type and pages requested, to deliver and secure the site. We may use privacy-friendly analytics that count visits without advertising cookies or cross-site tracking. We do not use advertising cookies.

Public Filing Data

The RetireFax product contains information from public Form 5500 filings. Those filings can include the names of people who signed them or who are listed as plan contacts. This information is already public. It isn't collected from visitors to this site.

How We Share Information

We don't sell your personal information. We share it only with service providers that help us run the site and our business (such as hosting and email providers), under agreements to protect it, or when the law requires.

How Long We Keep It

We keep inquiry information as long as needed to respond and to maintain our business records, then delete it.

Your Choices

You can ask us to access, correct or delete personal information we hold about you by emailing hello@retirefax.com. You can also opt out of any marketing emails using the link in them.

Security

We use reasonable safeguards, including encrypted connections, to protect information. No method of transmission or storage is completely secure.

Children

This site is for business users and is not directed to children under 16.

Changes

We may update this policy. The date at the top shows when it last changed.

Contact

Questions: hello@retirefax.com.