Privacy Policy & Your Security

Privacy Policy

Creative Retirement Systems is committed to protecting your privacy. We do not sell, rent or otherwise share information about our customers or their participants. All information provided to Creative Retirement Systems remains absolutely confidential.

Creative Retirement Systems does not collect any participant information from you except when specifically and knowingly provided by you. Examples of such information are names, Social Security Numbers, dates of birth, email addresses, physical addresses, and telephone numbers.

Please note that our primary form of communication is through electronic mail to our Primary Contact in your office. In the event that you assign the Primary Contact responsibility to another representative, please inform us immediately so that we may cease sharing information with the former Primary Contact.

Your Security

The security of your information is very important to us. We use LeapFILE, a secure file exchange technology to protect the security of your participants’ information, data and other materials exchanged between us. Our secure portal can only be accessed with a password to protect all information you send to Creative Retirement Systems. We strongly encourage you to exclusively utilize the secure portal in order to avoid data breaches, fraud, and/or identity theft.

Contact Us

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