Privacy Notice

Last updated January 01, 2024

This privacy notice for Journey Retirement Plan Services, LLC. ("Company," "we," "us," or "our"), describes how and why we might collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you:

Visit our website at https://www.journeyrps.com, or any website of ours that links to this privacy notice
Engage with us in other related ways, including any sales, marketing, or events

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at npospiech@journeyrps.com.

Summary of Key Points

What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with Journey Retirement Plan Services, LLC. and the Services, the choices you make, and the products and features you use.
Do we process any sensitive personal information? We may process sensitive personal information when necessary with your consent or as otherwise permitted by applicable law.
Do we receive any information from third parties? We do not receive any information from third parties.
How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.
In what situations and with which parties do we share personal information? We may share information in specific situations and with specific third parties.
How do we keep your information safe? We have organizational and technical processes and procedures in place to protect your personal information. No electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information.
What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information.
How do you exercise your rights? The easiest way to exercise your rights is by filling out our data subject request form available here, or by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.

What Information Do We Collect?
How Do We Process Your Information?
What Legal Bases Do We Rely On To Process Your Personal Information?
When and With Whom Do We Share Your Personal Information?
How Long Do We Keep Your Information?
How Do We Keep Your Information Safe?
Do We Collect Information From Minors?
What Are Your Privacy Rights?
Controls for Do-Not-Track Features
Do California Residents Have Specific Privacy Rights?
How Can You Contact Us About This Notice?
How Can You Review, Update, or Delete the Data We Collect From You?

1. WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us
In Short: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.

Personal Information Provided by You: The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

Names
Phone numbers
Email addresses
Mailing addresses
Usernames
Passwords
Contact preferences
Contact or authentication data

Sensitive Information: When necessary, with your consent or as otherwise permitted by applicable law, we process the following categories of sensitive information:

Financial data
Social security numbers or other government identifiers

All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.

2. HOW DO WE PROCESS YOUR INFORMATION?

In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

To facilitate account creation and authentication and otherwise manage user accounts.
To deliver and facilitate delivery of services to the user.
To send administrative information to you.
To comply with our legal obligations.

3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR PERSONAL INFORMATION?

In Short: We only process your personal information when we believe it is necessary and we have a valid legal reason (i.e., legal basis) to do so under applicable law, like with your consent, to comply with laws, to provide you with services to enter into or fulfill our contractual obligations, to protect your rights, or to fulfill our legitimate business interests.

4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

In Short: We may share information in specific situations described in this section and/or with the following third parties.

Business Transfers: We may share or transfer your information in connection with mergers, sales of company assets, financing, or acquisitions.
Affiliates: We may share your information with our affiliates, who are required to honor this privacy notice.
Business Partners: We may share your information with our business partners to offer products, services, or promotions.