Privacy Policy

Clienttech Benefits LLC dba 401K Fast Program

Effective Date: July 1, 2025

1. Who We Are

401K Fast Program (“Company,” “we,” “us,” or “our”) is a Michigan‑based lead‑generation service for 401(k) plan solutions.
Address: 2222 W. Grand River Ave, Suite A, Okemos, MI 48864
Email: [email protected]

2. Information We Collect

CategoryExamplesSourceForm submissionsName, work‑email, phone, company name & size, annual revenue, employee countYou (voluntary form)Automatically‑collectedIP address, device/browser info, pages visited, referrer URL, cookies, pixelsYour browser & our analytics toolsLead‑enrichment dataPublic business info appended by our CRM/data providersThird‑party sources

3. How We Use Your Information

Direct outreach: Send emails, calls, or SMS about the 401K Fast Program.

Newsletters & updates you opt in to receive.

Retargeted advertising on social media or other sites.

CRM & analytics to track marketing performance and improve our services.

Business transfers or partner offers: We may rent, sell, or share business‑contact data with vetted partners whose offerings complement ours.

4. Legal Basis & Geographic Scope

Our website is intended for U.S. organizations only. We do not knowingly market to or process personal data subject to GDPR/UK GDPR/PIPEDA. If you are located in those jurisdictions, please do not submit information.

5. Cookies & Tracking

We use first‑ and third‑party cookies, pixels, and similar tech (e.g., Google Analytics, Facebook Ads) to measure traffic and serve ads. You can disable cookies in your browser, but some features may not work.

6. How We Share Data

RecipientPurposeJotform & GoHighLevelForm capture, CRM automationEmail & SMS platformsCampaign deliveryAnalytics providersSite metrics (e.g., Google Analytics)Advertising partnersRetargeting/look‑alike audiences401(k) industry partnersCo‑marketing or follow‑up offersSuccessors in a merger or acquisitionContinuity of service

We do not share employee Social Security numbers, payroll data, or similar sensitive info (because we don’t collect it).

7. Data Retention

We keep lead records indefinitely unless you ask us to delete them (see §9).

8. Security

Data is transmitted over TLS (HTTPS) and stored in password‑protected systems hosted by reputable providers. No method is 100 % secure, so we cannot guarantee absolute security.

9. Your Choices

Opt‑out of emails/SMS: Click “unsubscribe” or reply “STOP.”

Access or deletion: Email [email protected] with your request.

Cookie controls: Use your browser settings.

10. Children’s Privacy

The site is not directed to children and we do not knowingly collect information from anyone under 13.

11. Changes to This Policy

We may update this Privacy Policy at any time by posting a revised version and changing the “Effective Date” above. Continued use after changes means you accept the new terms.

12. Contact Us

Questions? Email [email protected] or write to the address in §1.