Strategy means thinking ahead!

Privacy and Security

 

Our Privacy and Security Policy

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Chess - Proactive or Reactive

When engaged in Chess, It is always best to be proactive in your thinking. Your first move sets the tone for all future moves. Acting first (Proactive Thinking) keeps you ahead. Responding after the fact, (Reactive Thinking) means you are playing catch up.

Strategic Thinking

Once engaged in Chess, one needs to have at least three possible next moves in mind to help assure of having all contingencies covered. The same is true with Retirement Plans.

Strategic Planning

Understanding the possible impact of these three possible moves means you are keeping an eye on all of the factors that could cause either a negative or positive impact on your retirement plans.

Exit Strategy

Always having a clear picture of the end game keeps the Stategic Thinking and Planning in tune with your future as your retirement plans mature.

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Privacy and Security Information

John S Agatston Actuarial Services

recognizes that respecting user privacy over the Internet, via email, or any other comminication medium, is of the utmost importance. This privacy and security statement is designed to provide information about the privacy and security practices for the site: http://www.practicalactuary.com and our firm. The Site is operated by John S Agatston Actuarial Services and no others.

If you have questions or concerns regarding this statement, you should first contact our site coordinator at, arim@practicalactuary.com or by postal mail to:

  • JSAAS West Coast
  • 1463 E. 10th St
  • Yuma, AZ
  • 85365

Identifying Information

In general, you can visit the Site without telling us who you are or providing any information about yourself. In some areas of the Site, we ask you to provide information that will enable us to offer services or provide support issues or to follow up with you. However, we will ask you to provide this information via email and we will not ask you to enter any data into this website. Generally, John S Agatston Actuarial Services requests identifying information when you:

  • Are requesting a proposal.
  • Are providing us with data.
  • Provide feedback to an online survey or tell us about an idea or suggestion.
  • Are setting up a pension plan.
  • Request actuarial service.
  • Request information from us concerning our firm.


In these instances, John S Agatston Actuarial Services will ask for your name, address, e-mail address, phone number and other appropriate information needed to provide you with these services. In all instances:

What John S Agatston Actuarial Services Will Do With Your Information.

If you provide to John S Agatston Actuarial Services personal information for any of the purposes above, this information is retained byJohn S Agatston Actuarial Services and will only be used byJohn S Agatston Actuarial Services in support of your customer relationship with us. We will not add you to a mailing list, or newsletter period. We will only contact you if further information is required from you to complete a service. This contact will be via phone or email, not through this website.

Information Transfer

John S Agatston Actuarial Services does not share, rent, or sell any personally identifying information provided, (such as your name or email address) to any outside organization for use in its marketing or solicitations.

Security Policy

Social Security Numbers (SSN)

Per ASPPA guidelines, John S Agatston Actuarial Services does not use SSNs and will not request them. Should you receive a request from anyone asking for your SSN information on behalf of John S Agatston Actuarial Services, you should forward such request to us immediately and DO NOT provide this information.


Data Security

All the information and data concerning pension plans reporting such as IRS/DOL Form 5500, Form 5500SB and their related or support forms and submittals are a matter of public record. Therefore, data transmittal in support of these forms does not require secure transmittion. However, we do provide a secure portal for clients that request it or we can provide data in a secure manner utilizing password encrypted documents.

 

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