Legal & Privacy

Although we have made every effort to accurately reflect your company’s information, the terms and provisions of benefits, and overall plan design, it is strongly recommended that information we provide you should be reviewed by your own legal counsel.

ERISA Documents Inc.

Legal & Privacy

This privacy statement explains the procedures followed by in collecting and using information regarding visitors to this Web site. We will also advise you on what information might be shared with third parties (See Choice/Opt-Out section). The type of information we collect will vary depending upon the sections of the site you visit and/or data for which you voluntarily disclose.

How we may obtain your INFORMATION

Page Viewing

If you download or read any of the pages on website, we automatically collect and store:

the requested Web page that you are viewing
the date and time in which you accessed our website
the name and version of your Web browser you used
the status of the request (whether this request was successful or not),
the operating system of the computer running your Web browser, and
the Internet address of the Web site or the domain name of the computer from which you accessed our website


ERISA Documents, Inc. respects the privacy of our brokers, clients, and their customers and/or employees. ERISA Documents, Inc. may be referred to herein as “we”, “our” or “us”.

The material below describes our privacy practices for this web site. If you have any questions about this policy, please contact us.

Information We Collect

When you enter our web site, information is gathered from your Internet browser. This information may include your Internet protocol (IP) address (which allows us to determine the identity of your Internet Service Provider), your operating system, and the type of browser software that you are using to access the web site. This information allows us to upgrade the web site as necessary to optimize its efficiency. All information obtained from your browser is anonymous, and no personal information is ever gathered by us through your browser.

Use of Cookies

We may use cookies to collect information about how you use our web site. A “cookie” is a small text file that a web site can place on your computer’s hard drive in order, for example, to retain your preferences and/or registration information for your next visit. The cookie transmits this information back to the web site’s operator. You can choose not to receive a cookie file by enabling your web browser to refuse cookies or prompt you before accepting a cookie. Note that refusing to accept cookies may impact the performance of our web site. However, at no time is sensitive information, such as your name, address or registration information, stored in a cookie.

Personal Information

At this time, you are not required to provide us with personal information in order to access our web site. However, certain optional features on our web site may require you to submit some personal information in order to fully benefit from our services. Such information may include, but is not limited to, your name, date of birth, address, E-mail address, and phone number. For instance, contact and eligibility information is necessary if you are requesting insurance product information. Providing us with your personal information will also enable us to notify you as enhanced services become available on our web site.

Unsolicited Email

Should you voluntarily provide your personal information to us on our web site, we will ask you whether you wish to receive periodic E-mail messages from us. These messages will include timely announcements regarding items of interest, new products and product enhancements. Each such E-mail will include simple instructions should you decide you no longer wish to receive messages from us. Unless you elect to receive such messages when submitting information to us on our web site, you will not receive any unsolicited E-mail from us. Likewise, if at any time you request to be removed from our mailing list, no further E-mail will be received once your removal has been implemented.

Security Precautions

All personal information collected in order to enable us to provide you with services is securely stored in databases. Additionally, access to the information stored on our databases is restricted to select employees and other authorized personnel, including those third parties necessary to perform services for us and for you. Where appropriate, we may employ firewalls, encryption technology, user authentication systems and access control mechanisms to control access to systems and data. If sensitive data is being transmitted, we will utilize security technology to ensure safe transmission. However, note that you should exercise discretion with respect to the submission of any personal or financial information. Transmitting information via the Internet is never completely secure and, thus, any information submitted may be intercepted, collected, used or disclosed by others. We will use appropriate technology to minimize that risk.

Links to Other Web Sites

We may provide a link to third-party web sites including, but not limited to, insurance carriers, insurance brokers, and other financial and insurance-related sites. All links to web sites are made without any representations or warranties relating to the integrity, security or legitimacy of such sites. Our privacy policy cannot and does not apply to external web sites and once you leave our web site, you are subject to that web site’s privacy policies and procedures. You should be certain to consult each external web site’s own privacy policy before providing personally identifiable information. If you have concerns about any linked web site, we invite you to contact us.

Intended for Adults Only

This web site is intended for use only by adults. We will not knowingly solicit, collect or maintain personal data/information from children under the age of 18. However, in some instances it may be necessary for customers or applicants to submit certain personal information of a child under the age of 18 in order to obtain or change coverage under an insurance product. Use of such information is strictly limited to those purposes and is never obtained absent the consent of the parent or guardian of the child.

Limited to United States Residents

Use of this web site is limited to persons residing in the U.S. No part of this web site is intended for use outside the U.S., and any information received from an identifiable non-U.S. resident will be disregarded.

Effective Date

This policy is effective as of January 1, 2015. We reserve the right to change this privacy policy at any time by posting a modified version on our web site.

Contact Us

If you have any questions about this policy or want to correct or update your contact information, simply contact us by email at, by phone at 844-579-8545 or by mail at ERISA Documents Inc., 199 Jericho Turnpike, Suite 201, Floral Park, NY 11001.

199 Jericho TPKE, Suite 201 Floral Park, NY 11001 1(844) 579-8545