How we use your information.
Options 401K uses the business and contact details you provide to review your retirement-plan request, contact you about your plan options, and prepare onboarding. Submitting a request does not take payment or establish a retirement plan.
Information we collect
The form collects your business name and address, contact name, email, phone number, selected plan, general employee counts, payroll provider, current plan provider when applicable, and preferred timing. Do not enter Social Security numbers, bank or payment details, or individual participant information.
Your draft and submitted request
While you complete the form, a draft is saved in the current browser tab. Use “Clear draft” to remove it. Once you submit, your request and acknowledgement are saved in the website’s database so the Options 401K team can process your request. Closing the tab or clearing the draft does not delete a submitted request.
Confirmation emails
Submitting automatically sends a signup summary to James Morin at jmorin@options401k.com and a congratulations email to the business email address you entered. Resend processes these transactional messages. The emails contain your request reference, selected plan and estimate; the team’s summary also includes the business and onboarding details.
Hosting and service information
The website is hosted through ChatGPT Sites and Cloudflare. These services process the submitted information to operate the website and store requests. Request metadata and a daily hashed network address are used to limit abusive submissions. The website does not connect your payroll account or transfer payroll records when you choose a provider.
Questions or changes
To ask about your information, correct a submitted request, or request access or deletion, contact James Morin at jmorin@options401k.com or 210-601-0963. Include your request reference when available.