Retirement in plain sight

   Home | Newsletter | Ask us a question | Contact us

Fee transparency. Fiduciary services. Retirement readiness.

Privacy Policy

JLD Plan Consultants is committed to maintaining the confidentiality of any information received in the course of its consulting services.


Notice and Use of Personal Information


Should you have any inquiries or complaints about JLD Plan Consultants' use of personal information, please contact Jodi DiCenzo at 847-316-0301.


Choice


JLD Plan Consultants does not disclose any personal or other confidential information to any other third parties except as required by law or as authorized by its client.


Onward Transfer


JLD Plan Consultants does not transfer personal or other confidential information to any third party working on its behalf unless the third party agrees to be held to the same or higher principles and standards as those employed by JLD Plan Consultants. A signed, written agreement is required before any third party working on the behalf of JLD Plan Consultants would receive any personal or other confidential information. The written agreement would fully explain the confidential nature of any personal or other confidential information transferred and require the expressed, written permission of JLD Plan Consultants prior to that third party's release of any personal or other confidential information transferred to them. JLD Plan Consultants may also be directed to transfer data to additional vendors as directed by the client organization.


Security


JLD Plan Consultants applies the following security precautions when using personal information:

   All employees sign confidentiality agreements prior to commencing employment.
   All employees undergo training that describes the confidential nature of any personal or other     confidential information and the Safe Harbor Principles that apply to the use of personal information.
   Two firewalls separate the storage of any personal or other confidential information from the     website and the internet.
   Secure, offsite storage is maintained.
   Destruction of any hard copy personal or other confidential information is handled in a secure     fashion.


Data Integrity


JLD Plan Consultants will only receive and process personal information that is necessary to execute its duties and responsibilities under its agreements with clients. While JLD Plan Consultants will review the reasonableness of any personal information received from its clients, the ultimate responsibility for the accuracy and reliability of personal information sent to JLD Plan Consultants lies with the sending client.

Access

Where appropriate, and the cost of doing so is not disproportionate to the risks to the individual's privacy, individuals can request access to their personal information in order to be able to correct, amend or delete any inaccurate information, provided that the rights of other individuals are not violated.


Enforcement


JLD Plan Consultants acknowledges commitment to the Safe Harbor Privacy Principles. Any complaints should be sent to 1740 Ridge Avenue, Suite 216, Evanston, Illinois 60201, USA. All complaints will be investigated, and response to inquiries or complaints will be made in a timely manner. If violations of the Safe Harbor Privacy Principles are found, appropriate action will be taken. In the event that an agreement to resolve a dispute cannot be reached, JLD Plan Consultants agrees to have the EU Data Protection Authorities serve as the recourse mechanism.

 

1740 Ridge Avenue, Suite 216 | Evanston, Illinois 60201 |Phone: (847) 316-0301 | info@JLDPlanConsultants.com

© 2018 Copyright, JLD Plan Consultants, LLC. All rights reserved.

View our Privacy Statement.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. JLD Plan Consultants is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice and are not Certified Public Accounting firms.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).