Built for independent retirement plan administrators · Designed for control, clarity, and confidence
DATA PROTECTION

Participant data protection, stated plainly.

What KinetiPlan does with census, payroll and ledger data, where it lives, who can see it, and which protections are in the pilot build versus still planned.

PRINCIPLES

Collect less. Keep it in the US. Prove who touched it.

01

Data minimization

Only the census, payroll and plan fields a workflow needs. Full Social Security numbers are not required for any website tool and should never be sent to us.

02

US residency

Production participant data is hosted in the US: in your AWS account in a US region, or on your servers. Development uses synthetic data only.

03

No standing access

Software Home engineers have no routine access to production. Support sessions are approved by you, time-limited and logged.

04

Customer-held keys

In customer-hosted deployments encryption keys stay in your key management service.

05

Retention you set

Retention and secure deletion follow your records policy; exports are available in CSV.

06

Human approval

Nothing is filed, posted or sent externally without a named person approving it.

DATA LIFECYCLE

Where data goes, step by step

StageWhat happensStatus
IntakeCensus and payroll files uploaded by staff over HTTPS and validated before anything posts.Working in pilot build
StorageDatabase and files inside the customer environment; encryption at rest with customer-managed keys.To be verified
ProcessingDeterministic rules calculate eligibility, limits and tests; exceptions go to an owned queue.Working in pilot build
AccessRole-based permissions and SSO with MFA through your identity provider.Planned
LoggingException decisions recorded with notes; full change audit log planned.Partly in pilot
Export and deletionCSV exports exist; documented secure deletion procedure per deployment.Deletion procedure planned
Status key: Working in pilot buildOn this websiteScoped per customerPlannedEvaluating
THIS WEBSITE

What the website collects

The website holds no participant data. The demo request form collects only what you type (name, business email, company and your answers) to reply to you. The interactive demo and calculators run in your browser and send nothing. Analytics respect Global Privacy Control. Details are in the privacy notice.

GUIDANCE

Aligned with what regulators ask

The U.S. Department of Labor’s cybersecurity guidance for plan sponsors and service providers is the checklist we design against. Alignment is a design goal, not an audit result; KinetiPlan holds no SOC 2 report today. See the enterprise readiness roadmap.