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Privacy Policy and Data Security Statement
of Collin W. Fritz & Associates, Ltd.

Collin W. Fritz & Associates, Ltd. Is committed to respecting and protecting your institutions privacy and the privacy of your customers and clients. Collin W. Fritz and Associates, Ltd. (CWF) does not share information with any third party about our business relationship with a financial institution. We keep confidential any information a financial institution furnishes us regarding its clients or customers except that information which the IRS requires a financial institution to file with the IRS since the financial institution is an IRA custodian, HSA custodian, Keogh custodian or similar entity.

Data Confidentiality: All data stored in-house and in secure off-site locations is accessible by only a limited number of individuals. Any customer information transmitted via email to a customer site is encrypted prior to sending and done so only at the written request of our customer. Our internal system security allows only those that have been granted security access to utilize systems that manage customer information.

What information is Collected From You On-Line BY CWF and How is it Used?

There are two types of information typically collected by the online industry.

Anonymous information is information that ordinarily cannot be traced back to a particular person. Anonymous information is about how you use our site (such as pages you view and search terms you query). For example, at CWF we know how many people visit this privacy policy. Details page each day, but we do not know the names or any other specific information about those visitors. Anonymous information also includes the domain names and/or IP addresses of Internet browsers that visit out site, the time of day the site was visited, and other non-personal information. We use this information to personalize your experience on our site, to show you more relevant advertising messages, and to improve our service in general.

What type of personally identifiable information does CWF collect on-line?

In order to use our online services, we do not require that you provide us with any personally identifiable information.

None of the information gathered either anonymously or personally identifiable is shared with anyone other than the financial institution or retirement plan which retained CWF and is only used by CWF to perform its administrative services..

What Security Measures Are in Place to Protect Against the Loss, Misuse or Altercation of Your Information?

We operate secure data networks protected by industry standard firewall and password protection. We have security measures in place to attempt to protect against the loss, misuse and altercation of your user data under our control.

Only certain employees have access to the information you provide us. While we cannot guarantee that loss, misuse or altercation to data will not occur, we use our best efforts to prevent such unfortunate occurrences.

How Will You Be Notified if CWF Changes This Privacy Policy?

CWF may update this privacy policy from time to time. The updated policy will be available on our web site ‘’.

CWF agrees to only use nonpublic information for purposes under contract, license, or agreement, in the ordinary course of business. CWF has and will continue to implement and maintain commercially reasonable measures to protect the security and privacy of your customers or plan particpants. CWF will notify you as soon as possible of any incidence of unauthorized access to your customer’s information.

Contact Us

If you have any questions or concerns about this privacy policy or the practices of this site, please contact us via e-mail at or write to our General Counsel.

General Counsel
Collin W. Fritz & Associates, Ltd.
P.O. Box 426
Brianerd, MN 56401


Policy updated and effective date: May 2019


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