Real-time pension calculations
Electronic document management
Simplified benefit administration
Secure online access
At PensionSoft, we’re committed to protecting and respecting your privacy.
This policy explains when and why we collect personal information about you, how we use it, the conditions under which we may disclose it to others, how we keep it safe and secure and your rights and choices in relation to your information.
Any questions regarding this policy and our privacy practices should be sent by email to support@pensionsoft.com. Alternatively, you can telephone us at 860.540.3690.
PensionSoft Corporation is a company that streamlines pension administration by providing software and online tools to its customers.
In this policy 'PensionSoft', 'we', 'us' or 'our' means:
PensionSoft Corporation, LLC
55 Corporate Ave.
Plainville, CT 06062
We obtain information about you in the following ways:
Information you give us directly
For example, we may obtain information about you when you register for this website, update information within this site (such as email address), or when you make changes to your stored data (if applicable) within this site.
Information you give us indirectly
Your information may be shared with us by third parties, which might include:
You should check any privacy policy provided to you where you have given your data to a third party.
When you visit this website
We, like many companies, automatically collect the following information:
We collect and use your personal information by using cookies on our website – more information on cookies can be found under the ‘Use of Cookies’ section below.
The personal information we collect, store, and use might include:
Data protection laws recognize certain categories of personal information as sensitive and therefore requiring greater protection, for example information about your health, ethnicity, and religion.
We do not usually collect sensitive data about you unless there is a clear and valid reason for doing so and data protection laws allow us to.
Where appropriate, we will make why we are collecting this type of information and what it will be used for clear.
We may use your information for several purposes, which may include:
We keep your information for no longer than is necessary for the purposes it was collected for. The length of time we retain your personal information for is determined by operational and legal considerations.
We review our retention periods on a regular basis.
We do not sell or rent your information to third parties.
We do not share your information with third parties for marketing purposes.
However, we may disclose your information to third parties to achieve the other purposes set out in this policy. These third parties may include:
Third parties working on our behalf: We may pass your information to our third-party service providers, suppliers, agents, subcontractors and other associated organizations for the purposes of completing tasks and providing services to you on our behalf (for example to process pension calculations). However, when we use these third parties, we disclose only the personal information that is necessary to deliver the services and we have a contract in place that requires them to keep your information secure and prevents them from using it for their own direct marketing purposes. Please be reassured that we will not release your information to third parties for them to use for their own direct marketing purposes, unless you have requested us to do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention of fraud or other crime.
We may transfer your personal information to a third party as part of a sale of some or all of our business and assets to any third party or as part of any business restructuring or reorganization, or if we're under a duty to disclose or share your personal data in order to comply with any legal obligation or to enforce or apply our terms of use or to protect the rights, property or safety of our staff, supporters, customers, users of the website or others. However, we will take steps with the aim of ensuring that your privacy rights continue to be protected.
Data protection law requires us to rely on one or more lawful grounds to process your personal information. We consider the following grounds to be relevant:
Specific Consent
Where you have provided specific consent to us using your personal information in a certain way, such as to send you email or text.
Performance of a contract
Where we are entering into a contract with you or performing our obligations under it.
Legal obligation
Where necessary so that we can comply with a legal or regulatory obligation to which we are subject, for example where a court or regulatory authority orders us.
Legitimate interests
Where it is reasonably necessary to achieve our or others' legitimate interests (as long as what the information is used for is fair and does not duly impact your rights).
We consider our legitimate interests to be running PensionSoft in pursuit of our aims and ideals. For example, to:
When we legitimately process your personal information in this way, we consider and balance any potential impact on you (both positive and negative), and your rights under data protection laws. We will not use your personal information where our interests are overridden by the impact on you, for example, where use would be excessively intrusive (unless, for instance, we are otherwise required or permitted to by law).
When we use sensitive personal information, we require an additional legal basis to do so under data protection laws, so will either do so based on your explicit consent or another route available to us at law (for example, if we need to process it for pension determination purposes, your vital interests, or, in some cases, if it is in the public interest for us to do so).
We will not use your information for marketing purposes. However, we may still need to contact you for administrative purposes like where we need to assist you in resetting your password.
Under data protection law, you have certain rights over the personal information that we hold about you. Here is a summary of the rights that we believe apply:
Right to have your inaccurate personal information corrected
You have the right to have inaccurate or incomplete information we hold about you corrected. The accuracy of your information is important to us so we're always working on ways to make it easier for you to review and correct the information that we hold about you. In the meantime, if you change email address, or if you believe any of the other information we hold is inaccurate or out of date, please contact us via email or post (see below). Alternatively, you can telephone .
Right to restrict use
You have a right to ask us to restrict the processing of some or all of your personal information if there is a disagreement about its accuracy or we're not lawfully allowed to use it.
Right of erasure
You may ask us to delete some or all of your personal information and in certain cases, and subject to certain exceptions; we will do so as far as we are required to.
Right for your personal information to be portable
If we are processing your personal information (1) based on your consent, or in order to enter into or carry out a contract with you, and (2) the processing is being done by automated means, you may ask us to provide it to you or another service provider in a machine-readable format.
Right to object
You have the right to object to processing where we are using your personal information (1) based on legitimate interests, (2) for direct marketing or (3) for statistical/research purposes.
If you want to exercise any of the above rights, please email us at support@pensionsoft.com or write to us at 55 Corporate Ave, Plainville, CT 06062. We may be required to ask for further information and/or evidence of identity. We will attempt to respond fully to all requests within one month of receipt of your request, however if we are unable to do so we will contact you with reasons for the delay.
Please note that exceptions apply to a number of these rights, and not all rights will be applicable in all circumstances.
When you give us personal information, we take steps to ensure that appropriate technical and organizational controls are in place to protect it.
Any sensitive information (such as Social Security Number) as well as all non-sensitive is encrypted and protected with 256-bit SSL encryption. When you are on a secure page, a lock icon will appear within the address bar.
We cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given (or where you have chosen) a password which enables you to access certain parts of our website, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.
Like many other websites, this website uses cookies. 'Cookies' are small pieces of information sent by an organization to your computer and stored on your hard drive to allow that website to recognize you when you visit. For example, we use cookies to store certain preferences and previously entered User ID. This helps us to deliver a better more personalized service when you browse our website and improves our services.
It is possible to switch off cookies by setting your browser preferences. However, doing so may result in a loss of functionality when using our website.
Our website may contain links to other websites run by other organizations. This policy applies only to our website‚ so we encourage you to read the privacy statements on the other websites you visit. We cannot be responsible for the privacy policies and practices of other websites even if you access them using links from our website.
In addition, if you linked to our website from a third-party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the privacy policy of that third party site.
We are concerned to protect the privacy of children aged 16 or under. If you are aged 16 or under‚ please get your parent/guardian's permission beforehand whenever you provide us with personal information.
As part of the services offered to you through this website, the information which you provide to us may be transferred to countries outside the United States. You should be aware that these countries may not have similar data protection laws to the US. By submitting your personal data, you are agreeing to this transfer, storing, or processing. If we transfer your information outside of the US in this way, we will take steps to ensure that appropriate security measures are taken with the aim of ensuring that your privacy rights continue to be protected as outlined in this policy.
If you use our services while you are outside the US, your information may be transferred outside the US in order to provide you with those services. We undertake regular reviews of who has access to information that we hold to ensure that your info is only accessible by appropriately trained staff, and contractors.
Any changes we may make to this policy in the future will be posted on this website so please check this page occasionally to ensure that you’re happy with any changes. If we make any significant changes, we will highlight those changes to make it clear what changes were made.
We keep this policy under regular review. This policy was last updated in May 2018.
