Privacy notice

Last updated: October 24, 2026

Launch note: This is a starter notice, not legal advice. Confirm it reflects the actual hosting, analytics, email, form, and third-party services before publishing.

This website introduces KinetiPlan, a retirement-plan administration and recordkeeping software platform in development. This notice describes the intended handling of information when you browse this marketing website and use its interactive demonstrations.

Information you provide

When you send the contact form, the details you enter (name, work email, organization, role, number of plans, timeline, topic and message), the page you came from and your approximate country, which our content delivery network derives from your IP address, are sent to our server. They are stored in a private storage location and emailed to the KinetiPlan team so we can reply to you. Please do not include participant data or other sensitive personal or financial information.

Interactive tools and uploaded census files

The census demonstration is designed to parse selected CSV files locally in your browser. Do not upload Social Security numbers, participant account information, actual participant census data, or other confidential or sensitive information. Use synthetic or properly de-identified examples only. The tools are demonstrations and are not production eligibility, tax-credit, compliance, or recordkeeping systems.

Hosting logs and third-party services

Your hosting provider may process technical information such as IP address, browser, request time, and requested pages in routine server logs. This website uses Google Analytics 4 to understand how visitors use the site, such as which pages are viewed and how visitors arrive. Google Analytics sets cookies and processes information such as your IP address, device and browser details, and page interactions on behalf of KinetiPlan. You can block these cookies in your browser settings or use Google’s opt-out browser add-on.

Purpose and retention

Information voluntarily sent by email may be used to respond to your inquiry and retained in the relevant email systems. Retention, access, and deletion practices must be confirmed for the actual systems used. Do not claim that no data is collected unless that has been verified with the hosting and service providers.

Your choices and contact

You can choose not to submit information and should avoid sending sensitive personal or financial data through this website. For privacy questions, use the verified contact details published on the live website.

Changes to this notice

Update this notice when the website's features, service providers, or data practices change. Have qualified counsel review the final notice for the jurisdictions and audiences served.