Consumer Privacy Policy

At Alliance Benefit Group, we believe that the confidentiality, protection and integrity of customer information are among our fundamental responsibilities. While information is critical to providing quality service, we recognize that one of our most important assets is our customers’ trust. Therefore, we accept our responsibility to safeguard your information.

Information That We May Collect:

We may collect “nonpublic personal information” about you from the following sources:

* Information we receive from your employer on annual package requests, payroll feeds, and employee census reports;
* Information about your transactions from brokerage statements;
* Information we receive from you on enrollment forms, loan applications or claim forms;
* Information you have given us orally;
* Medical information we receive from you for insurance purposes; and
* Information about your transactions with us, our affiliates or any other third party.

“Nonpublic personal information” is information about you that we obtain in connection with providing administration services for your retirement plan, personal investment account, flexible spending account plan, health savings account plan, health insurance, payroll or COBRA coverage. Nonpublic personal information does not include information that is available from public sources, such as telephone directories or government records.

Information That We May Disclose:

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. We do not sell any nonpublic personal information to anyone. We may disclose the information we collect, as described above, to companies that perform services on behalf of you or your employer such as accountants or lawyers.

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

How We Limit Employee Access to Information:

We hold our employees to the highest standards of conduct in an effort to ensure confidentiality of your information, while at the same time providing you with quality products and services. We limit employee access to your information to those with legitimate business reasons for knowing such information. We train our employees about the importance of confidentiality and customer privacy.

How We Safeguard Your Information:

We maintain appropriate security procedures that comply with Federal standards to protect your personal and account information from anticipated threats and hazards, and unauthorized access.

How We Maintain Your Privacy In Business Relationships With Third Parties:

When we conduct business with third parties where disclosing your information may be necessary, we require such parties to maintain similar standards of conduct regarding your privacy.

How You Can Inquire About the Privacy Of Your Information:

You may contact us by calling our Call Center any time between 7 a.m. – 6 p.m. CST at 800-495-4015 if you have any questions or comments regarding the privacy of your information.

© Copyright Alliance Benefit Group

Privacy Policy