Privacy Policy

Self-Directed Checkbook Solo 401k Plans & Self-Directed Checkbook Control IRA LLCs

Discount Solo 401k Privacy Policy

Solera Plan Services, LLC dba Discount Solo 401k (“us”, “we”, or “our”) operates the https://discountsolo401k.com/ website.

This Privacy Policy describes how your personal information is collected, used, and shared when you visit or make a purchase from https://discountsolo401k.com (the “Site”).

We value your privacy and take precautions to protect your personal information, both physical and electronic, from unauthorized access.

We do not sell, rent, or license your personal information to third parties.

PERSONAL INFORMATION WE COLLECT

When you visit the Site, we may automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies that are installed on your device. Additionally, as you browse the Site, we may collect information about the individual web pages or products that you view, what websites or search terms referred you to the Site, and information about how you interact with the Site. We refer to this automatically-collected information as “Device Information.”

We may collect Device Information using the following technologies:

– “Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier. For more information about cookies, and how to disable cookies, visit http://www.allaboutcookies.org.

– “Log files” track actions occurring on the Site, and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps.

– “Web beacons,” “tags,” and “pixels” are electronic files used to record information about how you browse the Site.

Additionally when you make a purchase or attempt to make a purchase through the Site, we collect certain information from you, including your name, billing address, shipping address, payment information (including credit card information), email address, phone number, and other information we need to complete your order. We refer to this information as “Order Information.”

When we talk about “Personal Information” in this Privacy Policy, we are talking both about Device Information and Order Information.

HOW DO WE USE YOUR PERSONAL INFORMATION?

We use the Order Information that we collect generally to fulfill any orders placed through the Site (including processing your payment information, arranging for shipping, and providing you with invoices and/or order confirmations). Additionally, we use this Order Information to communicate with you including providing information or advertising relating to our products or services.

We may use the Device Information that we collect to help us screen for potential risk and fraud and more generally to improve and optimize our Site (for example, by generating analytics about how our customers browse and interact with the Site, and to assess the success of our marketing and advertising campaigns).

DATA RETENTION
When you place an order through the Site, we may maintain your Order Information for our records unless and until you ask us to delete this information.

MINORS
This Site is not intended for use by individuals under the age of 13, and we do not intentionally collect information regarding the identity of minors.

CHANGES
We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal or regulatory reasons.

CONTACT US
For more information about our privacy practices, if you have questions, or if you would like to make a complaint, please contact us by e-mail at info@discountsolo401k.com or by mail using the details provided below:

Solera Plan Services, LLC dba Discount Solo 401k
319 S. Sheridan Blvd
Lakewood, CO 80226