Watermark is committed to protecting the confidentiality, security of the personal information that we receive about our clients. This Privacy Policy explains our approach to honoring this commitment.

Watermark will collect, use and retain personal information that we require in order to do the work that we are hired to do. This work primarily relates to working on behalf of directors, individuals, employees, employers and plan sponsors in the design, delivery, and management of Human resources plans, retirement plans, investment plans, benefit plans, and compensation programs.

We typically receive personal information from plan sponsors, vendors and you.

In order to perform the work that we have been hired to do, it may be necessary to share your personal information with third parties. All such third parties are required to maintain the confidentiality, security and accuracy of your personal information consistent with our Privacy Policy. In some situations, your employers/plan sponsor may direct us to share personal information with other organizations in this regard.

In addition, we may be required to disclose personal information by law or may be requested to cooperate with regulatory bodies or law enforcement officials in the course of an investigation.

Protecting Your Personal Information
We have established these policies and continue to develop leading edge privacy proceeds, as well as electronic and physical security measures to protect your personal information. You can also be assured that Watermark does not sell personal information to anyone.