PLANSOURCE WEBSITE PRIVACY NOTICE 

Last Updated:  June 15, 2025 

 

This Privacy Notice describes how PlanSource Holdings Inc. and its subsidiaries (“PlanSource,” “we”, “us,” “our”) collects, uses and discloses information about individuals who use our website (https://plansource.com/) and such other websites upon which this Privacy Notice is posted or other means in which you may interact with us (collectively, the “Site”). For the purposes of this Privacy Notice, “you” and “your” means you as the user of the Site, whether you are a customer, an end user of a customer, website visitor, or representative of a company with whom we do business, or another individual whose information we have collected pursuant to this Privacy Notice.  

Please read this Privacy Notice carefully. By using any of the Site, you agree to the collection, use, and disclosure of your information as described in this Privacy Notice. If you do not agree to this Privacy Notice, please do not use or access the Site. 

Please also note that this Privacy Notice does not apply to the collection of information pursuant to or otherwise through our services, participant portal, mobile applications, and features therein (collectively, “Services”). 

1. CHANGES TO THIS PRIVACY NOTICE 

We may modify this Privacy Notice from time to time, in which case we will update the “Last Updated” date at the top of this Privacy Notice.  If we make material changes to the way in which we use or disclose information we collect, we will use reasonable efforts to notify you (such as by emailing you at the last email address you provided us, by posting notice of such changes on the Site, or by other means consistent with applicable law) and will take additional steps as required by applicable law. If you do not agree to any updates to this Privacy Notice, please do not continue using or accessing the Site.

2. COLLECTION AND USE OF INFORMATION 

When you use or access the Site, we collect certain categories of information about you from a variety of sources. 

Information You Provide to Us 

Some features of the Site may require you to provide us with certain information about yourself. You may elect not to provide this information, but doing so may prevent you from using or accessing these features. Information that you directly submit through our Site includes: 

• Basic contact details, such as name, address; phone number, and email.  

• Professional and employment information, such as your professional / employer contact information (e.g., work email or phone number), job title, the organization you represent, your organization’s details and location. 

• Any other information you choose to include in communications with us, for example, when sending a message through the Site or submitting information to us (e.g., through a contact or request form on the Site). 

Information We Collect Automatically 

We also automatically collect certain information about your interaction with the Site (“Usage Data”).  To do this, we may use cookies, pixels, web beacons/clear gif, and other tracking technologies used by Company (“Tracking Technologies”). Usage Data includes: 

• Device information, such as device type, operating system, device ID numbers and unique device identifier, media access control (MAC) address, and internet protocol (IP) address. 

• Location information, such as imprecise geolocation (based on IP address). 

• Other information regarding your interaction with the Site, such as operating system, browser type, log data, date and time stamps, device screen resolution, the pages you access on the Site, the websites you access before and after visiting the Site, the length of time you spend on the Site, clickstream data, and ad impressions. 

For more information on how we use Tracking Technologies and your choices, see the section below, Cookies and Other Tracking Technologies. 

Information Collected from Other Sources 

We may obtain information about you from outside sources, including information that we collect directly from third parties and information that you choose to share with us. Such information includes: 

• Analytics Data: Information such as aggregate information about your interactions with the Site that we receive from analytics providers such as Google Analytics. 

• Conferences and Trade Shows. Information such as your contact information we receive from you in our interactions with you at conferences or trade shows. 

• Advertising Networks. Information we received from advertising networks or advertising services providers (such as LinkedIn Ads or Meta Pixel). 

Any information we receive from outside sources will be treated in accordance with this Privacy Notice. We are not responsible for the accuracy of the information provided to us by third parties and are not responsible for any third party’s policies or practices. For more information, see the section below,

Third Party Websites and Links. 

Finally, we may deidentify information about you such that it cannot reasonably be used to infer information about you or otherwise be linked to you (or we may collect information that has already been identified), and we may use such deidentified information for any purpose.  To the extent we possess or process any deidentified information, we will maintain and use such information in deidentified form and not attempt to re-identify the information, except solely for the purpose of determining whether our deidentification process satisfies legal requirements.

3. USES OF INFORMATION 

With respect to the categories of information we collect, we use information about you as described below: 

Site Administration and Purpose Collected; Communication with You:  

• For the purpose for which you disclosed and we collected information about you, for example, to process and communicate with you in connection with your use of the Site, to process your requests for information, to display requested content and/or our business activities, and to provide user support to users of the Site.  

Personalization; Advertising; Analytics:  

• To tailor the content and information that we may send or display to you, suggest personalized help and instructions, and personalize your experience while visiting or using our Site; to share it with our third party service providers to understand how our Site is used and to improve the Site; to share it with our third party service providers to target advertisements for goods and services and to display those advertisements on other websites (for more information, please see the Cookies and Other Tracking Technologies section below). 

Marketing Communications:  

• To send you marketing communications about our business, products, Site, and other programs that may be of interest to you. In order to provide you with a personalized experience, these communications may be tailored to your preferences based on, for example, inferences we make using your visits to the Site or the links you click on in our emails. Please note that pixel tags, cookies and other online trackers may be used within emails to track your interactions with those websites and when emails are opened. You may opt out of receiving marketing communications from us at any time by following the unsubscribe instructions contained in the applicable email. Note that, even if you opt out of receiving promotional communications from us, you may still receive administrative communications from us with respect to your use of the Site.  

Evaluation and Improvement:  

• To analyze, develop, and improve the content, materials, products, and the Site; to inform marketing and communication plans; to understand user demographics and preferences; to analyze the effectiveness of the Site; and to evaluate user experiences (e.g., analyzing which features and portions of the Site are most popular; for troubleshooting, for statistical purposes). 

Quality Assurance:  

• To perform quality assurance, to assist with fraud identification, and to assist our customer relationship representatives (for example, through representatives in our call center), we use tools to monitor and record certain user experience information, including, without limitation, audio of customer service calls and information resulting from such calls. 

Lawful Processes; Protection of Company:  

• In accordance with and in response to regulatory authorities, courts with competent jurisdiction, valid law enforcement requests, governmental agency requests, emergency services, and other necessary third parties for legal, protection, security, and safety purposes (e.g., to protect the safety of our employees, agents, and customers, or any other person); to protect our rights or the rights of others, including to enforce our agreements, policies, and terms; to bring legal action; and to protect our operations and assets.

4. COOKIES AND OTHER TRACKING TECHNOLOGIES 

The Site automatically use cookies and Tracking Technologies to track your use of the Site in order to facilitate and enhance the user experience on the Site, to learn and track how you access and use the Site, including when and how users visit the Site and how popular particular Service pages are and aren’t, to provide you with customized advertising, and for other purposes as described herein.  

Most browsers accept cookies and other Tracking Technologies automatically, but you may be able to control the way in which your devices permit the use of Tracking Technologies. If you choose, you may block or delete our cookies from your browser; however, blocking or deleting cookies may cause some of the Site, including certain features and general functionality, to work incorrectly. Changing your cookie preferences in one browser will not necessarily carry over to other browsers, so you may need to adjust your preferences each time you get a new device, install a new browser, upgrade an existing browser, or alter or delete a browser’s cookie file. If you have questions regarding the specific information about you that we process or retain, as well as your choices regarding our collection and use practices, please contact us using the information listed below. 

Visit our Cookie Policy for more information about how we use cookies and other Tracking Technologies. 

Analytics Tools & Providers  

As noted above, the Site uses third-party analytics tools (e.g., Google Analytics) to collect and process data about your use of the Site. Our analytics providers may set and read cookies to collect this data, and your web browser will automatically send data collected by those cookies to our analytics providers. Our analytics providers use this data to provide us with reports that we will use to improve the Site’s structure and content. 

For example, we utilize Google Analytics and other analytical tools offered by Google. For more information on how Google uses this data, visit Google’s page on How Google uses data when you use websites or apps that use Google Services. To prevent this data from being used by Google Analytics, follow the instructions to download and install the Google Analytics Opt-out Browser Add-on for each browser you use. Using the Google Analytics Opt-out Browser Add-on will not prevent us from using other analytics tools and will not prevent data from being sent to the Service itself or to Google. 

Advertising networks, Personalized Advertising, Remarketing & Retargeting 

We may use or participate in advertising networks and related advertising services that are managed and provided by third-party advertising servers, advertising agencies, technology vendors, and research firms, including LinkedIn Ads.  

Advertising networks often gather data about consumers who view advertisements to make inferences about a consumer’s interests and preferences, which enables their computers to deliver advertisements directly targeted to the consumer’s specific interests. This practice is often referred to as “online behavioral advertising.” For example, a third-party advertising network might collect the type of web browser you use, the type of computer operating system you use, the domain name of a website you visit, whether or not you visit specific pages of the Site and other websites, the location of your Internet service provider, the date and time of a visit to a website, and other interactions between you and a website. 

Through Google Ads, Google uses your Internet searches, cookies, and similar identifiers (e.g., pixel tags) to collect information about your visits to the Service and your interaction with our products and services to generate targeted advertisements to you on other websites that you visit across the Internet. We may also enable and implement Google Analytics Advertising Features on the Site. To opt out of remarketing advertising provided through Google, to customize your ad preferences, or to limit Google’s collection or use this information, visit Google’s Safety Center and Google’s Ad Settings and follow Google’s personalized ad opt-out instructions.  

To change your preferences with respect to certain online ads and to obtain more information about third-party ad networks and online behavioral advertising, please visit the National Advertising Initiative Consumer opt-out page. Please remember that changing your settings with individual web browsers or ad networks will not necessarily carry over to other browsers or ad networks. As a result, depending on the opt-outs you request, you may still see our ads from time to time. Your device may also include a feature (“Limit Ad Tracking” on iOS or “Opt Out of Interest-Based Ads” on Android) that allows you to opt out of having certain information collected through apps used for behavioral advertising purposes. 

Do Not Track & Global Privacy Controls  

Your browser settings may allow you to transmit a “do not track” signal, “opt-out preference” signal, or other mechanism for exercising your choice regarding the collection of information about you when you visit various websites. Our website recognizes the Global Privacy Control (GPC) signal which enables you to opt out of certain uses or disclosures of information about you. If you notify us of your preference through GPC, we will honor your request only for the browser or device that sends the GPC signal. If you do not have an account or are not logged into your account, your request to opt out through the GPC will not apply to any account information. To learn more about GPC, you can visit https://globalprivacycontro1.urg/.

5. DISCLOSURE OF INFORMATION 

We may disclose information about you to third parties for legitimate purposes subject to this Privacy Notice, including the following categories of third parties: 

• Affiliates: Our affiliates, subsidiaries, or others within our corporate group. 

• Service Providers: Vendors or other service providers who help us provide the Site, including for system administration, cloud storage, security, website hosting, mailing, customer relationship management, marketing communications, web analytics, payment networks, and payment processing. 

• Marketing Providers: Third parties for marketing purposes. 

• At Your Direction: Third parties to whom you request or direct us to disclose information, such as through your use of social media widgets or login integration. 

• Advisors: Professional advisors, such as auditors, law firms, or accounting firms. 

• Bankruptcy and Other Business Transactions: Third parties in connection with or anticipation of an asset sale, merger, or other business transaction, including in the context of a bankruptcy. 

We may also disclose information about you as needed to comply with applicable law or any obligations thereunder or to cooperate with law enforcement, judicial orders, and regulatory inquiries, to enforce any applicable terms of service, and to ensure the safety and security of our business, employees, and users.

6. SOCIAL FEATURES 

Certain features of the Site allow you to initiate interactions between the Site and third party services or platforms, such as social networks (“Social Features”). Social Features include features that allow you to access our pages on third party platforms, and from there “like” or “share” our content. Use of Social Features may allow a third party to collect and/or use information about you. If you use Social Features, information you post or make accessible may be publicly displayed by the third party service. Both we and the third party may have access to information about you and your use of both the Site and the third party service for more information, see the section below, Third Party Websites and Links.

7. THIRD PARTY WEBSITES; LINKS AND EMBEDDED CONTENT 

We may provide links to third party websites or platforms. If you follow links to sites or platforms that we do not control and are not affiliated with us, you should review the applicable privacy notice, policies, and other terms. We are not responsible for the privacy or security of, or information found on, these sites or platforms. Information you provide on public or semi-public venues, such as third party social networking platforms, may also be viewable by other users of the Site and/or users of those third party platforms without limitation as to its use. Our inclusion of such links does not, by itself, imply any endorsement of the content on such platforms or of their owner or operators. 

The Site may also incorporate features, add-ons, portals, and content including feeds, scripts embedded in the Site’s code, and visible content (e.g., videos), provided by third parties. In some cases, those third parties collect data about how you interact with their content. 

8. CHILDREN’S PRIVACY

Children under the age of 13 are not permitted to use the Site, and we do not seek or knowingly collect any personal information about children under 13 years of age for use in association with the Site. If we become aware that we have unknowingly collected information about a child under 13 years of age, we will make commercially reasonable efforts to delete such information. If you are the parent or guardian of a child under 13 years of age who has provided us with their personal information, you may contact us using the information below to request that it be deleted. 

9. DATA SECURITY AND RETENTION 

Despite our reasonable efforts to protect information about you, no security measures are impenetrable, and we cannot guarantee “perfect security.” Any information you send to us electronically, while using the Site or otherwise interacting with us, may not be secure while in transit. We recommend that you do not use unsecure channels to send us sensitive or confidential information. 

Information you provide to us should be relevant to the purposes for which it is to be used, and, to the extent necessary for those purposes, should be accurate, complete, and up to date. We retain information about you for as long as it is reasonably necessary for the purposes specified in this Privacy Notice and in accordance with our internal policies and procedures (including, without limitation, backup and archival processes). When determining the length of time to retain information about you, we consider various criteria, including whether we need the information to continue to provide you with the Site, resolve a dispute, enforce our contractual agreements, prevent harm, promote safety, security and integrity, or protect ourselves, including our rights, property or product. 

10. CALIFORNIA RESIDENTS 

This section applies to you only if you are a California resident (“resident” or “residents”). For purposes of this section, references to “personal information” shall include “sensitive personal information,” as these terms are defined under the California Consumer Privacy Act (“CCPA”).  

Processing of Personal Information 

In the preceding 12 months, we (i) collected the following categories of personal information about residents for the following purposes, and (ii) (where indicated below) disclosed for a business or commercial purpose (as identified below) to third parties the following categories of personal information: 

Category	Categories of Purposes (defined in the Use of Information section above)	Categories of Recipients (defined in the Disclosure of Information section above)
Identifiers such as name, telephone number, e-mail address, IP address	Site Administration and Purpose Collected; Communication with You  Personalization; Advertising; Analytics  Marketing Communications  Evaluation and Improvement  Quality Assurance  Lawful Processes; Protection of Company	Affiliates  Service Providers  Marketing Providers  At Your Direction  Advisors  Bankruptcy and Other Business Transactions
Commercial information such as records of products or services requested or that your requested information on	Site Administration and Purpose Collected; Communication with You  Personalization; Advertising; Analytics  Marketing Communications  Evaluation and Improvement  Quality Assurance  Lawful Processes; Protection of Company	Affiliates  Service Providers  Marketing Providers  At Your Direction  Advisors  Bankruptcy and Other Business Transactions
Internet or other similar network activity such as Usage Data (as defined above)
Approximate geolocation data such as IP address
Audio, electronic, visual, thermal, olfactory, or similar information such as photographs, video recordings and voice recordings
Professional or employment-related information such as title of profession or employer
Inferences drawn from other personal information

The criteria we use to determine how long to retain personal information about you is described in the section above, Data Security and Retention. 

This Privacy Notice does not cover our collection and use of California job applicant data. California job applicants must accept a separate Applicant Privacy Notice that details what information we collect during their application process and why. 

Right to Opt Out of Selling and/or Sharing of Personal Information 

We do not have actual knowledge that we “sell” or “share” (as those terms are defined under the CCPA and used throughout this section) personal information of residents under 16 years of age. Additionally, we do not sell personal information as the term “sell” is commonly understood (i.e., to mean the exchange of something for monetary value). However, we do “sell” your personal information to, and “share” your personal information with, third parties for the purpose of cross-contextual behavioral advertising purposes (e.g., targeted advertising and remarketing). The CCPA holds such disclosures and sharing to be considered “selling” or “sharing”. 

In the preceding 12 months, we have sold and/or shared the following categories of personal information about residents:  

Category of Personal Information	Categories of Purposes	Categories of Recipients
Identifiers	Analytical and targeted advertising purposes (including, without limitation, cross-contextual behavioral advertising).    Specifically, to target advertisements for goods and services and to display those advertisements on other websites.	Analytics, marketing, advertising, and remarketing partners and service providers
Internet or other similar network activity

 

You may have the right to opt out of the selling and targeted advertising as described herein. You may exercise this right to opt out by utilizing the Global Privacy Control as mentioned in the Do Not Track & Global Privacy Controls section above, or by clicking the “Cookie Preferences” link in the footer of the website and changing your cookie settings as described in the pop-up. If you have any questions or concerns, or would like more information on our ability to opt out, you can contact us by email: compliance@plansource.com.  

11. your privacy rights 

Certain jurisdictions (for example, California) provide their residents certain rights and options with respect to their personal information. Depending on your residence, location, and laws applicable to our processing of your personal information, you may have the ability to exercise the rights listed below. Subject to foregoing and all application limitations, exemptions, or exceptions, you may have the right to: 

• Right to Know: Know (1) the categories of personal information collected, disclosed, sold and/or shared; (2) the categories of sources from which the personal information was collected; (3) the business or commercial purpose for collecting, selling, and/or sharing personal information; (4) the categories of third parties with whom we disclosed, sold, and/or shared personal information; and (5) the specific pieces of personal information we have collected about you.  

• Right to Data Portability: Access and receive the specific personal information we process about you in a structured, commonly used and machine-readable format, and to transmit it to another entity where this is technically feasible. 

• Right to Delete: Delete personal information about you. 

• Right to Correct: Correct personal information about you. 

• Right to No Discrimination: Not be discriminated against due to your exercise of the rights provided under applicable law that are related to our processing of your personal information. 

• Right to Lodge a Complaint: Lodge a complaint with a government regulator (e.g., your state attorney general) or supervisory authority, in the jurisdiction that you reside in, if you consider that the collection or use of personal information about you violates this Privacy Notice or applicable law. 

We do not use personal information about you in furtherance of automated profiling decisions that produce a legal or similarly significant effect.  

To exercise these rights, please see the Exercise Your Rights section below.  

12. EXERCISE YOUR RIGHTS 

As noted above, you may have certain rights, or applicable law grants you certain rights as it relates to the Site and information we collect about. You may submit a request to us by:  

• Emailing: compliance@plansource.com  

• Visiting: https://www.requesteasy.com/6385-5889  

• Calling: (844) 719-5127  

For clarity, to exercise your rights to opt-out of targeted advertising, or the “selling” or “sharing” of personal information about you, you must follow the instructions provided under the Right to Opt Out of Selling and/or Sharing of Personal Information section above. 

To verify certain requests—for example, requests to know, delete, or correct—we may need to collect additional information to verify your identity and the request, such as your email address or phone number, before providing a substantive response to the request.   

You may also authorize an agent to make requests on your behalf to exercise your rights. If you have a registered agent to act on your behalf, we have the right to authenticate such agent’s authority to act. 

13. HOW TO CONTACT US

Should you have any questions about our privacy practices or this Privacy Notice, please email us at compliance@plansource.com or contact us at 122 W. Pine Street, Suite 203, ATTN: Legal & Compliance, Orlando, FL 32801.