Website Privacy Policy

Company: NestSTEPS (TM) LLC

Effective Date: September 25, 2025

Last Reviewed: [Insert Date]Site: www.neststepsbenefits.com

1. IntroductionNestSTEPS (TM) LLC ("NestSTEPS", "we", "our", "us") values your privacy.

• This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (the "Site") or use our services. By accessing or using our Site, you agree to the terms of this Privacy Policy.

2. Information We Collect

• Personal Information: Name, email, phone number, employer (if applicable), and other identifiers provided by you.

• Financial Information: Limited account details required to operate your Home Savings Plan (TM) account (held at the sponsor bank via Sila Inc.), records of deposits and withdrawals, and payment method information for platform fees.

• Usage Data: IP address, browser type, operating system, referring URLs, and Site activity (via cookies and analytics tools).

 

3. How We Use Your InformationWe may use your information to:

• Provide, operate, and improve our services.Process payments, contributions, and withdrawals.Communicate with you about your account.

• Conduct analytics to improve the Site and platform.

• Comply with legal, regulatory, and contractual obligations
   

4. How We Share Your InformationWe do not sell personal information.

• We may share your information with:Service Providers: Sila Inc., the sponsor bank, and other vendors supporting payment processing and platform functionality.

• Employers: When you enroll through an employer plan, limited information may be shared with your employer for reporting and contribution purposes.

• Legal/Regulatory: As required by law, regulation, or court order.

 

5. Cookies & Tracking

• We use cookies and similar technologies to improve user experience, track

• Site activity, and deliver relevant content. You can disable cookies in your browser settings, but some features may not function properly.

 

6. Data Security

• We implement reasonable technical and organizational safeguards to protect your information. However, no electronic transmission or storage is 100% secure.

 

7. Data Retention

• We retain your personal information for as long as your account is active or as needed to comply with legal obligations (typically five years for financial records).

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8. Your Rights

Depending on your jurisdiction, you may have rights to:

• Access, update, or delete your personal data.

• Opt out of certain data sharing or marketing communications.

• Request a copy of your data.

Requests can be made via [object Object] or [object Object].

 

9. Children's Privacy

The Site is not directed to children under 13. We do not knowingly collect personal information from children.

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10. Changes to this Policy

• We may update this Privacy Policy from time to time. Updates will be posted to this page with a new Effective Date.© 2025 NestSTEPS (TM) LLC