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This statement serves to express ERISA Expertise LLC’s commitment to privacy on its website, As a third party service provider, we believe that customer privacy and the security of information and data provided are essential business practices. The following discloses our methods for information gathering and dissemination through the public and private portions of

If you feel that your privacy or security has been compromised in any way, immediately contact us at

In general, we do not collect any information from people who visit the public portion of our sites, unless such people have the appropriate access codes and continue on to the private portion of the website. With respect to those individuals who visit the private portion of our sites, this policy outlines:

  • Information gathering and dissemination

  • Information updating

  • What are "cookies" and how we use them

  • Security to protect against the loss, misuse or alteration of the information or data

  • Who to contact about this privacy statement


ERISA Expertise LLC collects information and data on employer/plan sponsors, plans, plan trustees, plan participants, employees, advisors to: the employer/plan sponsor, the principal owners of the employer/plan sponsor, plan participants and employees, and other relevant parties (the “affected parties”). Information and data collected from the affected parties is used to facilitate the services provided. Any information and data provided is for our use only or the use the affected parties. To provide certain services, we may furnish (under strict confidence) certain plan and/or participant information to those parties or entities (other than the “affected parties”) that participate in the servicing of your plan.

Upon engagement, the employer/plan sponsor provides information and data that includes but may not be limited to, the name of the employer, an employer identification number, contact information, e-mail addresses, phone numbers and other relevant employer or plan information. If you are an employee or a plan participant or beneficiary in a plan receiving services from ERISA Expertise LLC, your employer may provide us information and data that includes but may not be limited to, your name, social security number, annual income, address, date of employment, gender, date of birth, email address, phone number and other relevant information. If you are a beneficiary of a plan participant in a plan receiving services from ERISA Expertise LLC, the plan participant may provide us information and data that includes but may not be limited to, your name, social security number, address, date of birth, email address and other relevant information.


Only an authorized, registered representative of the employer/plan sponsor or other affected party may update or modify any information or data.


A cookie is a text file that get stored on your computer when you log into our sites.  We may use cookies to ease site navigation, for session management and duration, and to analyze page flow and usage. These cookies are typically session specific and expire at the end of your session.

We may also use permanent cookies to facilitate certain site features. These cookies are user specific and may remain on your computer for a specified period (e.g., one year) from session to session dependent upon your subscriber level.

No sensitive or private information is stored in either the session specific or permanent cookies.


The site uses secure data networks protected by industry standard firewall and password protection systems using SSL encryption. Only authorized, registered representatives of the employer/plan sponsor have access to the information and data provided.


You may address any comments or questions about our privacy policy or these sites to

The ERISA Expertise LLC sites may contain links to other sites. We are not responsible for the privacy practices or the information and data provided by these linked sites.

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