OptimalBenefit Advisors
Privacy

A focused approach to employer inquiry data.

Last updated August 2026. This notice explains how information submitted through this website is used.

Information we collect

When you request an employer review, we collect the business contact information, company profile, plan-status response, areas of interest, timing, and message you choose to provide. Do not submit Social Security numbers, medical information, employee census files, payroll files, or other sensitive personal information through the public form.

How we use it

We use inquiry information to respond to your request, understand the general scope of a potential employer analysis, coordinate a discovery conversation, and maintain a business record of our communications. A later census or proposal process, if any, will use a separate secure workflow and additional notices.

Sharing and retention

Information may be shared with service providers that support website hosting and inquiry management, and with program or professional partners only when needed to evaluate or respond to your request. We do not sell public-form inquiry information. Records are retained only as long as reasonably needed for the stated purpose, legal obligations, dispute prevention, and security.

Security and choices

We use reasonable administrative and technical safeguards. Internet transmission and storage carry inherent risk. You may ask to access, correct, or delete inquiry information by contacting the advisor through the same business channel used for your consultation.

Third-party services

Links to IRS and professional resources are provided for education. Those websites operate under their own privacy practices. This website is not responsible for third-party content or data handling.