Protecting Your Information
Concierge Retirement Services, formerly Madison Pension Services, Inc., understands and acknowledges your need for privacy protection as a customer.
The personal information we collect includes the following:
Date of birth
Social security number
Date of Hire
Date of Termination
Transactional information includes:
The information we collect is what is necessary to maintain your account with the highest integrity. As permitted by law, the information you provide may be shared with our financial institution partners and any affiliate organizations. We may also share information with companies you contracted to provide services on behalf of your account with Concierge Retirement Services. Finally, we may share your information with certain governmental agencies as required by law (e.g., to protect against fraud).
Note that all information collected is always considered confidential information only entrusted to Concierge Retirement Services and those servicing your account. Affiliate companies are not authorized to use and share any information when not working to provide their agreed upon services. Under no circumstances does Concierge Retirement Services sell any information connected to our service of your account. We acknowledge and respect the safeguarding of all personal information and have provided this overview as a way to reassure you of our policy and practices. If you have any questions, please contact Kristine Faby, Vice President/Director of Operations at 914.251.0099, ext. 214.