Privacy Policy

Pension Actuaries, Inc. understands and acknowledges your need for privacy protection as a customer. Our primary goal is to safeguard all personal information collected during our engagement, which includes but is not exclusive to your address, social security number, account balance information, and purchase history. The Pension Actuaries, Inc. privacy policy, which follows, thoroughly explains what information is collected, its use, and how it is safeguarded.

The personal information we collect includes the following:

● Address
● Date of birth
● Social security number
● Telephone number
● Email address
● Retirement account statements
● Beneficiary designation
● Compensation
● Date of Hire
● Date of Termination

The information we collect is what is necessary to maintain your account with the highest integrity. As permitted by law, the information you provide may be shared with your former spouse and/or the attorneys involved in your divorce. We may also share information with the Retirement Plan Sponsors, the financial institutions partnered with a Retirement Plan and any affiliate organizations. Finally, we may share your information with certain governmental agencies as required by law (e.g., to protect against fraud).


Note that all information collected is always considered confidential information only entrusted to Pension Actuaries, Inc. and those servicing your account. Affiliate companies are not authorized to use and share any information when not working to provide their agreed upon services. Under no circumstances does Pension Actuaries, Inc. sell any information connected to our service of your account. We acknowledge and respect the safeguarding of all personal information and have provided this overview as a way to reassure you of our policy and practices.


If you have any questions, please contact Erica B. Guzman, Director of Operations at 914.712.4897, ext. 303.