Privacy Policy

Annual Retirement Review LLC Privacy Policy

Last Updated: June 2024

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1. Acceptance of Privacy Policy

Welcome to Annual Retirement Review, LLC ("Annual Retirement Review," "we," or "us") and our Privacy Policy ("Privacy Policy"). This Privacy Policy is crucial as it impacts your legal rights, so please review it thoroughly.

By accessing or using Annual Retirement Review, LLC and its related websites and services (collectively referred to as the "Annual Retirement Review LLC Services"), you agree to comply with this Privacy Policy and all its referenced terms.

By engaging with Annual Retirement Review LLC or providing any personal data through our website, you explicitly consent to our practices concerning the collection, use, and sharing of your personal information as outlined in this Privacy Policy. If you do not agree to the terms of this Privacy Policy, we do not permit you to access, browse, or use the Annual Retirement Review LLC Services.

Our processing of personal information, such as your name, email address, or telephone number, shall be undertaken consistent with the requirements of applicable privacy laws, including, but not limited to, the California Consumer Privacy Act (“CCPA”), the General Data Protection Regulation (“GDPR”), the UK General Data Protection Regulation (“UK GDPR”), and the Canadian Personal Information Protection and Electronic Documents Act (“PIPEDA”).

2. Information We Collect

2.1. Personal Information We Collect Directly from You

We receive personal information directly from you when you voluntarily provide us with such personal information, including, without limitation, the following:

• Personal information (such as your email address and phone number);

• Company information (such as your company’s address); and

• Other identifying information that you voluntarily choose to provide to us.

We may also gather further information, which could include personal details, as specified to you at the time of collection or based on your consent.

2.2. Information We Automatically Collect When You Use Our Site

By accessing the site, you consent to our collection and use of certain information through tracking technologies or by other passive means. Some information that we may automatically collect includes:

• The length of time spent on the site

• The pages you looked at on the site

• The frequency of your visits to the site

• Other relevant statistics (“Traffic Data”)

3. How We Collect Information/Tracking Tools/Opt Out

We gather information, including personal data and Traffic Data, when you engage with the Annual Retirement Review LLC Services, and sometimes from third-party sources. The methods of collection include:

• When you utilize the interactive tools and services of Annual Retirement Review LLC;

• When you voluntarily input information in text boxes on the Annual Retirement Review LLC Services or respond to surveys, questionnaires, and similar forms;

• Through cookies, web beacons, analytics services, and other tracking technologies (collectively referred to as “Tracking Tools”), as detailed below.

3.1. Tracking Tools/Cookies

We may employ the tools described below to deliver the Annual Retirement Review LLC Services, advertise to users, and gain a better understanding of our user base.

• Cookies: "Cookies" are small files transferred to your device that contain details such as user ID, preferences, pages visited, and activities performed while using the Annual Retirement Review LLC Services. We utilize cookies to enhance and personalize the Annual Retirement Review LLC Services, tailor advertisements by tracking navigation patterns, measure performance, store authentication status to eliminate the need for re-entering credentials, customize user experiences, and for analytics and fraud prevention. For more information on cookies, including how to control your settings and preferences, visit http://www.allaboutCookies.org. 

You can manage cookies in your web browser settings (e.g., Edge, Explorer, Chrome, Safari), with the option to accept, reject, or delete cookies. However, modifying these settings might affect the functionality of certain features of the Annual Retirement Review LLC Services. Cookie settings vary slightly between browsers, so refer to the documentation and relevant settings for your particular browser. 

3.2. Options for Opting out of Cookies and Mobile Device Identifiers

Some web browsers allow you to reject Cookies or to alert you when a Cookie is placed on your computer, tablet, or mobile device.