Jim Hallinan Pension Consulting, LLC

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. During the normal course of business we have the need to collect personal information, which may include: 

• Names
• Dates of Birth
• Home addresses and telephone numbers
• Social Security numbers
• Compensation Data
• Other census and account information

We collect such information as needed in order to provide the required administrative and compliance services for our clients' Qualified Retirement Plans.  We maintain physical, electronic and procedural safeguards in order to protect these highly sensitive materials including, but not limited to, the following:

• Paper documents containing personal information must be destroyed prior to disposal.
• Electronic transmission of full Social Security numbers must be made via encrypted websites and/or password-protected encrypted documents.
• Access to physical and electronic records is limited to employees with a business need for such information.
• Personal data may only be transmitted to fulfill a necessary business function, process an authorized transaction, or comply with a court order, service of process or other applicable law.

We appreciate the opportunity to serve as your Third Party Administrator.  We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.