Privacy Policy

Last updated: August 2026

Overview

401kTransition (401ktransition.com) respects your privacy. This policy explains what information we collect, how we use it, and the choices you have.

Information We Collect

Information you provide directly: when you contact us by email or book a consultation through a linked scheduling service (such as Calendly), we receive the details you share, typically your name, email address, and general information about your situation.

Information collected automatically: like most websites, we may collect standard technical data such as your IP address, browser type, pages visited, and referring source. If advertising pixels (such as the Meta Pixel) are enabled, they collect usage data to help us measure and improve our outreach.

How We Use Information

To respond to your questions and connect you with an appropriate licensed transition specialist.

To understand how visitors use the site and improve our content.

To measure the effectiveness of our educational outreach and advertising.

We do not sell your personal information.

Third-Party Services

Scheduling is handled by Calendly, which has its own privacy policy governing the data you submit when booking.

The specialists we connect you with are independent, licensed professionals. Information you share with them is governed by their own privacy practices and regulatory obligations.

Your Choices

You can request access, correction, or deletion of your personal information at any time by emailing contact@401ktransition.com.

Most browsers let you block cookies and pixels through settings or extensions.

Contact

Questions about this policy? Email contact@401ktransition.com.