Website terms of use

Last updated: October 21, 2026

Launch note: This is a starter terms page and should be reviewed by qualified counsel before publication.

Informational website

This website provides general information about KinetiPlan, a software platform in development for retirement-plan administration and recordkeeping. Descriptions of features, integrations, hosting, migration, security, and availability are forward-looking or illustrative unless expressly confirmed in a signed agreement.

Demonstrations and estimates

Interactive calculators, census checks, sample records, screenshots, and workflows are illustrative demonstrations only. They may be incomplete, simplified, or inaccurate and must not be relied upon to determine tax credits, eligibility, compliance, plan benefits, investment decisions, or financial transactions. Verify results with qualified professionals and authoritative plan documents and guidance.

No professional advice

Website content is not legal, tax, investment, actuarial, ERISA, accounting, or other professional advice and does not create a client, fiduciary, or advisory relationship.

No confidential data

Do not submit participant data, Social Security numbers, account details, credentials, confidential plan information, or other sensitive information through this website or its demonstrations. Use only synthetic or properly de-identified sample files.

Availability and intellectual property

The website and demonstrations are provided on an as-available basis without a guarantee of uninterrupted access or error-free operation. Website text, design, and branding may not be copied or reused without appropriate permission. Third-party names and marks remain the property of their respective owners.

Changes and contact

These terms may be updated as the website evolves. The final published terms should identify the correct operating legal entity, governing law, dispute process, and contact details after review by qualified counsel.