{"id":4177,"date":"2024-12-18T04:28:10","date_gmt":"2024-12-18T10:28:10","guid":{"rendered":"https:\/\/www.planbridge.com\/staging\/8040\/?page_id=4177"},"modified":"2025-02-07T05:39:10","modified_gmt":"2025-02-07T11:39:10","slug":"privacy-policy","status":"publish","type":"page","link":"https:\/\/www.planbridge.com\/staging\/8040\/privacy-policy\/","title":{"rendered":"Privacy Policy"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"4177\" class=\"elementor elementor-4177\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5032876 elementor-section-boxed elementor-section-height-default elementor-section-height-default wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no\" data-id=\"5032876\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-af8ccef\" data-id=\"af8ccef\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7ca15d0 elementor-widget elementor-widget-heading\" data-id=\"7ca15d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">PlanBridge \u2013 Privacy Policy<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0576419 elementor-section-boxed elementor-section-height-default elementor-section-height-default wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no\" data-id=\"0576419\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f0e88b2\" data-id=\"f0e88b2\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-89756cf elementor-widget elementor-widget-jet-accordion\" data-id=\"89756cf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"jet-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"jet-accordion\" data-settings=\"{&quot;collapsible&quot;:false,&quot;ajaxTemplate&quot;:false,&quot;switchScrolling&quot;:false,&quot;switchScrollingOffset&quot;:0,&quot;switchScrollingDelay&quot;:500}\">\n\t\t\t<div class=\"jet-accordion__inner\">\n\t\t\t\t<div class=\" jet-accordion__item jet-toggle jet-toggle-move-up-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-1441\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"1\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-1441\" aria-expanded=\"false\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-left\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">1. Information We Collect<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-1441\" class=\"jet-toggle__content\" data-toggle=\"1\" role=\"region\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\"><p>We may collect information about you in a variety of ways. The information we may collect on the Site includes:<\/p><p><strong>Personal Data:<\/strong> Personally identifiable information, such as your name, billing address, email address, and telephone number, and demographic information, such as your date of birth, residence, and interests, that you voluntarily give to us when you register with the Site or when you choose to participate in various activities related to the Site.<\/p><p><strong>Derivative Data:<\/strong> Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site.<\/p><p><strong>Financial Data:<\/strong> Financial information, such as data related to your payment method (e.g., valid credit card number, card brand, expiration date) that we may collect when you purchase, order, return, exchange, or request information about our services from the Site.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-move-up-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-1442\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"2\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-1442\" aria-expanded=\"false\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-left\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">2. Use of Your Information<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-1442\" class=\"jet-toggle__content\" data-toggle=\"2\" role=\"region\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\"><p>Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to:<\/p><ul><li>Create and manage your account.<\/li><li>Process your transactions and send you related information, including purchase confirmations and invoices.<\/li><li>Email you regarding your account or order.<\/li><li>Fulfill and manage purchases, orders, payments, and other transactions related to the Site.<\/li><li>Improve the Site and our services.<\/li><li>Monitor and analyze usage and trends to improve your experience with the Site.<\/li><li>Notify you of updates to the Site.<\/li><li>Offer new products, services, and\/or recommendations to you.<\/li><\/ul><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-move-up-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-1443\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"3\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-1443\" aria-expanded=\"false\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-left\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">3. Disclosure of Your Information<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-1443\" class=\"jet-toggle__content\" data-toggle=\"3\" role=\"region\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\"><p>We may share information we have collected about you in certain situations. Your information may be disclosed as follows:<\/p><p><strong>By Law or to Protect Rights<\/strong>: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.<br \/><strong>Third-Party Service Providers:<\/strong> We may share your information with third parties that perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, technical support. As well as the individuals and service providers, you identify as an \u201cInterested Party\u201d.<\/p><p style=\"padding-left: 80px;\">Interested Party \u2013 are individuals, service providers, financial or legal professionals identified by your plan. You may choose plan provisions for which you identify any number of interested parties such as (but not limited to):<\/p><ul><li style=\"list-style-type: none;\"><ul><li style=\"list-style-type: none;\"><ul><li style=\"list-style-type: none;\"><ul><li style=\"list-style-type: none;\"><ul><li>Employer<\/li><li>Employer Sponsor<\/li><li>Plan Sponsor<\/li><li>Recordkeeper<\/li><li>Employee<\/li><li>Trustee<\/li><li>Plan Administrator<\/li><li>Plan Specialist (Assistant)<\/li><li>Retirement Plan Operator<\/li><li>TPA: Third Party Administrator<\/li><li>Financial Advisor<\/li><li>Financial Institution<\/li><li>Tax Accounting Firm (CPA)<\/li><li>CPA Auditor<\/li><li>Law Firm<\/li><li>Payroll provider<\/li><li>ERISA Attorney<\/li><li>IRS: Internal Revenue Service<\/li><\/ul><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/li><\/ul><p><strong>Business Transfers:<\/strong> We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-move-up-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-1444\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"4\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-1444\" aria-expanded=\"false\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-left\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">4. Security of Your Information<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-1444\" class=\"jet-toggle__content\" data-toggle=\"4\" role=\"region\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\"><p>We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-move-up-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-1445\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"5\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-1445\" aria-expanded=\"false\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-left\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">5. Policy for Children<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-1445\" class=\"jet-toggle__content\" data-toggle=\"5\" role=\"region\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\"><p>We do not knowingly solicit information from or market to minors [anyone under the age of 18] . If we learn that we have collected personal information from a minor, we will delete that information as quickly as possible. If you believe we might have inadvertently collected information from or about a minor, please contact us at <a href=\"mailto:info@planbridge.com\">info@planbridge.com<\/a>.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-move-up-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-1446\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"6\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-1446\" aria-expanded=\"false\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-left\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">6. Changes to This Privacy Policy<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-1446\" class=\"jet-toggle__content\" data-toggle=\"6\" role=\"region\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\"><p>We may update this Privacy Policy from time to time to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons. We will notify you of any changes by posting the new Privacy Policy on the Site. You are advised to review this Privacy Policy periodically for any changes.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-move-up-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-1447\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"7\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-1447\" aria-expanded=\"false\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-left\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">7. Contact Us<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-1447\" class=\"jet-toggle__content\" data-toggle=\"7\" role=\"region\" data-template-id=\"false\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\"><p>If you have questions or comments about this Privacy Policy, please contact us at:<\/p><p><strong>PlanBridge LLC.<\/strong><\/p><p style=\"padding-left: 40px;\">12900 Preston Road, Suite 1150<br \/>Dallas, Texas 75230<br \/>Phone: <a href=\"tel:+19728079141\">+1(972) 807-9141<\/a><br \/>Email: <a href=\"mailto:info@planbridge.com\">info@planbridge.com<\/a><\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a84d00f elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"a84d00f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>PlanBridge \u2013 Privacy Policy 1. Information We Collect We may collect information about you in a variety of ways. The information we may collect on the Site includes: Personal Data: Personally identifiable information, such as your name, billing address, email address, and telephone number, and demographic information, such as your date of birth, residence, and interests, that you voluntarily give to us when you register with the Site or when you choose to participate in various activities related to the Site. Derivative Data: Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site. Financial Data: Financial information, such as data related to your payment method (e.g., valid credit card number, card brand, expiration date) that we may collect when you purchase, order, return, exchange, or request information about our services from the Site. 2. Use of Your Information Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to: Create and manage your account. Process your transactions and send you related information, including purchase confirmations and invoices. Email you regarding your account or order. Fulfill and manage purchases, orders, payments, and other transactions related to the Site. Improve the Site and our services. Monitor and analyze usage and trends to improve your experience with the Site. Notify you of updates to the Site. Offer new products, services, and\/or recommendations to you. 3. Disclosure of Your Information We may share information we have collected about you in certain situations. Your information may be disclosed as follows: By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.Third-Party Service Providers: We may share your information with third parties that perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, technical support. As well as the individuals and service providers, you identify as an \u201cInterested Party\u201d. Interested Party \u2013 are individuals, service providers, financial or legal professionals identified by your plan. You may choose plan provisions for which you identify any number of interested parties such as (but not limited to): Employer Employer Sponsor Plan Sponsor Recordkeeper Employee Trustee Plan Administrator Plan Specialist (Assistant) Retirement Plan Operator TPA: Third Party Administrator Financial Advisor Financial Institution Tax Accounting Firm (CPA) CPA Auditor Law Firm Payroll provider ERISA Attorney IRS: Internal Revenue Service Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company. 4. Security of Your Information We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse. 5. Policy for Children We do not knowingly solicit information from or market to minors [anyone under the age of 18] . If we learn that we have collected personal information from a minor, we will delete that information as quickly as possible. If you believe we might have inadvertently collected information from or about a minor, please contact us at info@planbridge.com. 6. Changes to This Privacy Policy We may update this Privacy Policy from time to time to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons. We will notify you of any changes by posting the new Privacy Policy on the Site. You are advised to review this Privacy Policy periodically for any changes. 7. Contact Us If you have questions or comments about this Privacy Policy, please contact us at: PlanBridge LLC. 12900 Preston Road, Suite 1150Dallas, Texas 75230Phone: +1(972) 807-9141Email: info@planbridge.com<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"nf_dc_page":"","_crdt_document":"","footnotes":""},"class_list":["post-4177","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Privacy Policy - PlanBridge<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.planbridge.com\/staging\/8040\/privacy-policy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Privacy Policy - PlanBridge\" \/>\n<meta property=\"og:description\" content=\"PlanBridge \u2013 Privacy Policy 1. Information We Collect We may collect information about you in a variety of ways. The information we may collect on the Site includes: Personal Data: Personally identifiable information, such as your name, billing address, email address, and telephone number, and demographic information, such as your date of birth, residence, and interests, that you voluntarily give to us when you register with the Site or when you choose to participate in various activities related to the Site. Derivative Data: Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site. Financial Data: Financial information, such as data related to your payment method (e.g., valid credit card number, card brand, expiration date) that we may collect when you purchase, order, return, exchange, or request information about our services from the Site. 2. Use of Your Information Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to: Create and manage your account. Process your transactions and send you related information, including purchase confirmations and invoices. Email you regarding your account or order. Fulfill and manage purchases, orders, payments, and other transactions related to the Site. Improve the Site and our services. Monitor and analyze usage and trends to improve your experience with the Site. Notify you of updates to the Site. Offer new products, services, and\/or recommendations to you. 3. Disclosure of Your Information We may share information we have collected about you in certain situations. Your information may be disclosed as follows: By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.Third-Party Service Providers: We may share your information with third parties that perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, technical support. As well as the individuals and service providers, you identify as an \u201cInterested Party\u201d. Interested Party \u2013 are individuals, service providers, financial or legal professionals identified by your plan. You may choose plan provisions for which you identify any number of interested parties such as (but not limited to): Employer Employer Sponsor Plan Sponsor Recordkeeper Employee Trustee Plan Administrator Plan Specialist (Assistant) Retirement Plan Operator TPA: Third Party Administrator Financial Advisor Financial Institution Tax Accounting Firm (CPA) CPA Auditor Law Firm Payroll provider ERISA Attorney IRS: Internal Revenue Service Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company. 4. Security of Your Information We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse. 5. Policy for Children We do not knowingly solicit information from or market to minors [anyone under the age of 18] . If we learn that we have collected personal information from a minor, we will delete that information as quickly as possible. If you believe we might have inadvertently collected information from or about a minor, please contact us at info@planbridge.com. 6. Changes to This Privacy Policy We may update this Privacy Policy from time to time to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons. We will notify you of any changes by posting the new Privacy Policy on the Site. You are advised to review this Privacy Policy periodically for any changes. 7. 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Information We Collect We may collect information about you in a variety of ways. The information we may collect on the Site includes: Personal Data: Personally identifiable information, such as your name, billing address, email address, and telephone number, and demographic information, such as your date of birth, residence, and interests, that you voluntarily give to us when you register with the Site or when you choose to participate in various activities related to the Site. Derivative Data: Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site. Financial Data: Financial information, such as data related to your payment method (e.g., valid credit card number, card brand, expiration date) that we may collect when you purchase, order, return, exchange, or request information about our services from the Site. 2. Use of Your Information Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to: Create and manage your account. Process your transactions and send you related information, including purchase confirmations and invoices. Email you regarding your account or order. Fulfill and manage purchases, orders, payments, and other transactions related to the Site. Improve the Site and our services. Monitor and analyze usage and trends to improve your experience with the Site. Notify you of updates to the Site. Offer new products, services, and\/or recommendations to you. 3. 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You are advised to review this Privacy Policy periodically for any changes. 7. 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