Privacy Policy

Rehmann, LLC Website Policy

This Policy is designed to help you understand how Rehmann, LLC, and its related organizations and affiliates (“Rehmann”, “we”, “us”, or “our”), collects, uses, and shares personal information collected directly from you and through this website. We value your privacy, and we will not share your personal information with third parties except as described in this Policy without your consent.

By using THIS website, you agree to be bound by this Policy. If you do not agree with any of the terms of the Policy, please do not use THIS website OR PROVIDE US WITH YOUR INFORMATION.

What this Policy Covers

This Policy applies to our collection, use and sharing of your personal information when (a) you visit our website at rehmann.com, and its related sites, including rehmannexperience.com (the “Site”); (b) you receive our communications or participate in our online or offline communications, activities, or events; (c) you fill out an application on our website; (d) you use our services; and (e) we obtain your personal information from third parties such as resellers, database vendors, content publishers, and suppliers. This Policy applies only to information as described above, and does not apply to any other information or websites not owned or operated by Rehmann or information collected by us through other means.

Personal Information We Collect

This section of our Policy describes the categories of personal information we collect about you and the different ways in which we collect your personal information.

Information You Give Us.  Personal information you may provide through the Site or otherwise communicate to us includes:

• Contact information. We collect information about you when you provide contact information to us via email, mail, phone, or through the Site, including as a result of creating an account, filling out an application through the Site, registering your account, or making a payment to us. This information may include your first and last name, email address, mailing address, and phone number.
• Payment information. We collect your payment information, such as credit card or bank account number, when you pay for our services and as part of our service offerings.
• Sensitive personal information. We collect information that may be considered sensitive, such as your county of citizenship, gender, social security number, driver’s license number, or other medical or financial information when you provide it to us as necessary to provide our services and from public records.
• Feedback and correspondence. We may collect personal information when you request information, respond to surveys, or otherwise correspond with us.
• Other information. We may collect other information from you that is not specifically listed here. We may use such information in accordance with this Policy.

Information We Get from Others.  We may obtain additional information about you from third party sources, such as service providers, vendors, social media sites, and advertising agencies to provide you with more relevant information about our services. This information may include your contact information, buying preferences, or cookie information.

Information Automatically Collected.  Our servers and third party service providers may automatically record cookie information in connection with your use of the Site, which includes information such as your Internet Protocol (IP) address, device and browser type, operating system, DNS, the pages or features of the Site that you browsed and the time spent on those pages or features, the frequency with which you use the Site, the links that you click on or use, and other statistics.  We collect this information in server logs and by using cookies and similar tracking technologies. See our Cookie Policy, below, for more information.

Statistical Analyses. We use tools like Google Analytics to help us gather statistical information about the visitors to our Site and how they use the Site on an anonymous, aggregate basis. We may use this information to gain a better understanding of the users of our Site, to improve our Site, and to improve our services. However, we will not associate this data with your personally identifiable data unless required to do so to cooperate with law enforcement activity or other governmental request or to comply with law.  This information is collected via cookies and other identifiers that we and third parties place on our site.  See our Cookie Policy, below, for more information.

Sensitive Personal Information.  We may collect some sensitive personal information (e.g., social security numbers, information related to racial or ethnic origin, gender, and criminal background) about you as a result of providing you our services. Sensitive personal information is collected directly from you over the phone or from public documents, such as census information. In collecting this sensitive personal information, Rehmann respects individual privacy, protects against unauthorized access to or use of information, and complies fully with all applicable laws and government regulations in the collection, use, storage, display, distribution and disposal of such information. Authorized uses of sensitive information within Rehmann are limited to uses which are necessary to meet our legal and regulatory requirements and  facilitate access to services, transactions, facilities, and information.

How We Use Your Personal Information

This section of our Policy describes the different purposes for which we may use the personal information we collect about you.

To Provide our Services and Communicate With You. We use your contact information, payment information and other personal information to:

• provide you with our services;
• register you for events; and
• to respond to your requests, questions, comments, and feedback.

To Improve our Site.  We use your cookie information to:

• provide, maintain and improve the Site;
• better understand your needs and interests, and personalize your experience with the Site; and
• perform website analytics and database management services.

To Send You Marketing Communications. We may send you newsletters, promotions or other marketing communications, but you may opt out of receiving them as described in the Your Choices section below.

To Create and Maintain Your Account. In order to utilize certain services provided through the Site, you may create an account using certain personal information, including your name, email address, organization of employment, and phone number. You have choices about the information included in your account profile. You do not have to provide additional information on your profile; however, additional profile information may help you get more from our services. It is your choice whether to include sensitive information on your profile and to make that sensitive information public. Please do not post or add personal data to your profile that you would not want to be publicly available.

To Personalize This Site and Advertise To You.  We may use your cookie information to personalize your Site experience and communications and to manage and serve ads you see on the Site or on third party sites. See our Cookie Policy, below, for more information.

For Compliance, Fraud Prevention and Safety.  We may use your personal information as we believe appropriate to: (a) investigate or prevent violation of the law or your agreements with us; (b) protect our, your or others’ rights, privacy, safety or property (including by prosecuting and defending legal claims); (c) protect, investigate and deter against fraudulent, harmful, unauthorized, unethical or illegal activity; (d) comply with applicable laws, lawful requests and legal process, such as to respond to subpoenas or requests from government authorities; and (e) where permitted by law in connection with a legal investigation. For example, we may share information with law enforcement to reduce the risk of fraud or if someone uses or attempts to use our site for illegal reasons.

With Your Consent.  In some cases, we may ask for your consent to collect, use or share your personal information.

How We Share your Personal Information

This section of our Policy describes the categories of personal information we share with third parties and the types of third parties with whom we share that information.

We do not sell your personal information; however we may share your personal information with third parties for a number of reasons.  For example, we may use third parties to help us design and operate the Site, provide services to support the Site, help us analyze our data, process your payment information, or send information on our behalf about services and events in which you may be interested.  Unless otherwise indicated at the time we collect your information, if we allow third parties to access the personal information we collect, we will have contractual provisions or other appropriate protections in place to ensure such access is for limited purposes and in compliance with this Policy. Specifically, we share your personal information with the following categories of third parties:

Rehmann-Related and Affiliated Organizations.  We may share your personal information with Rehmann’s affiliates and related organizations, for use consistent with this Policy.

Service Providers and Business Partners. We may share your personal information with third party companies and individuals as needed for them to provide us with services that help us with our business activities and to promote our services to you. This information may include your contact information, payment information, and cookie information. We may also share your contact and cookie information with our business partners who offer a service to you jointly with us.

Compliance, Fraud Prevention and Safety. We may disclose some or all of the personal information we have collected about you as we believe appropriate to government or law enforcement officials or private parties for the purposes described above under the section “For Compliance, Fraud Prevention and Safety.”

Business Transfers. We may sell, transfer or otherwise share some or all of our business or assets, including all of your personal information we have collected about you, in connection with a business deal (or potential business deal) such as a merger, consolidation, acquisition, reorganization or sale of assets, or in the event of bankruptcy.

Your Choices

This section of our Policy describes your choices with respect to the personal information you provide and the marketing communications you may receive.  In addition, some states may grant you additional rights as further described in the “Location-Specific Disclosures” section, below.

Opt Out of Communications. You may opt out of email notifications by changing the communication preferences in your account settings.  You may also opt-out of marketing-related emails by following the opt-out prompt in the email.  To opt out of other forms of marketing communications, please contact us using the contact information provided at the end of this Policy.

Consequences of Not Providing Personal Information. You are not required to provide all personal information identified in this Policy to use our Site or to interact with us offline, but certain functionality will not be available if you do not provide personal information. For example, if you do not provide personal information, we may not be able to respond to your request, perform a transaction with you, or provide you with marketing that we believe you would find valuable.

Cookie Policy

This section of our Policy describes how we and our business partners may collect and store information about you and your use of the Site through cookies and other tracking technologies.

What are Cookies?  Cookies are small data files that are placed on your computer or mobile device when you visit a website.   Cookies set by the website are called “first party cookies”. Cookies set by parties other than the website are called “third party cookies”.  Third party cookies enable third party features or functionality, such as advertising or website analytics, to be provided on or through the website. The parties that set these third party cookies can recognize your computer or device both when it visits the website in question and also when it visits certain other websites and/or mobile apps.

What Cookies and Other Tracking Technologies does Rehmann Use?  We use several different kinds of cookies on this Site, including strictly necessary cookies, which are cookies that are necessary for the Site to function and cannot be switched off in our systems; performance cookies, which allow us to count visits and traffic sources so we can measure and improve the performance of our Site; and functional cookies, which enable the Site to provide enhanced functionality and personalization.  Cookies are not the only way to track visitors to a website. We may use similar technologies from time to time, like web beacons (sometimes called “tracking pixels” or “clear gifs”). These are tiny graphics files that contain a unique identifier that enable us to recognize when someone has visited our Sites.  These technologies often depend on cookies to function properly, and so disabling cookies may impair their functioning.  If you sign up to receive our e-mails, we will also use cookies in conjunction with these emails. When your browser downloads any graphic content in the e-mail, we will also place a cookie on your computer that will tell us if you come to our website at a later date.

Third-Party Cookies.  In addition to our own cookies, we collaborate with various third-party service providers who also use cookies to help us optimize our website, to understand more about the visitors to our website, and to advertise to you.  For example, we use Google Analytics to provide us with demographic information about our visitors and to help us analyze how people use our website.

Google Services.  We use Google Analytics to help us gather statistical information about the visitors to our Site and to market our services. Specifically, we use Google Analytics Ads and Google Display Network, and Google Tag Manager, which helps us determine advertisement efficiency, and Google Display Networks. This information is collected via cookies and other identifiers that we and third parties place on our site. We and our third party partners may use this information to gain a better understanding of the users of our Site, to advertise to you, and to improve our products and services. To understand how Google Analytics collects and processes data, including through the use of cookies and other technologies, please visit please visit https://policies.google.com/technologies/ads and https://policies.google.com/technologies/cookies#how-google-uses-cookies. To opt out of the Google Analytics, we encourage you to check out Google Analytics’ currently available opt-outs for the web.

How Do We Use Cookies? We and our third party partners may use cookies to gain a better understanding of the users of our Site, customize your Site experience, and to improve our services. We also use cookies to provide you with interest-based advertising, which shows interest-based ads to you on sites across the Internet. To support interest-based advertising, we and the companies we have contracted with may use anonymous information about your visits to our and other websites and applications. If you have provided us with other personal information as described in this policy, we may associate that personal information with information gathered through cookies and other tracking technology to offer increased personalization and functionality. Third parties who place cookies and other tracking technology on our Site may also connect the information that they collect from these tools to other sources of information. To learn more about the use of cookies, pixels, or other technologies to deliver more relevant advertising, and to better understand how to manage your personal information, including access to and use by certain service providers, please visit http://www.aboutads.info/choices.

How Can You Disable Cookies and Other Tracking Technology?  Depending on the type of browser and device that you use, you may have the ability to control the type of information that these tools use. To do this, follow the instructions in your browser settings.  Many browsers accept cookies by default until you change your settings.  For more information about cookies, including how to see what cookies have been set on your computer or mobile device and how to manage and delete them, visit www.allaboutcookies.org and www.youronlinechoices.com. Some Internet browsers also may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.

Other Important Privacy Information

Third Party Sites and Services. The Site may contain links to other websites and services operated by third parties.  These links are not an endorsement of, or representation that we are affiliated with, any third party. We do not control third party websites, applications or services, and we are not responsible for their actions. Other websites and services follow different rules regarding their collection, use and sharing of your personal information. We encourage you to read their privacy policies to learn more.

Security.  The security of your personal information is important to us.  We take a number of organizational, technical and physical measures that are designed to protect the personal information we collect.  However, security risk is inherent in all internet and information technologies and we cannot guarantee the absolute security of your personal information.

International Data Use and Cross-Border Transfers.  We are located in the United States and may have affiliates and service providers in other countries, and your personal information may be collected, used and stored in the United States or other locations outside of your home country.  Privacy laws in the locations where we handle your personal information may not be as protective as the privacy laws in your home country. However, we will handle your personal information in accordance with this Policy regardless of where your personal information is kept.  Regarding transfers from the European Economic Area, Switzerland or United Kingdom to the United States, we rely on the derogations for transfers which are necessary to perform the transaction with you. Where required by law, you may request a copy of the suitable mechanisms we have in place by contacting us as detailed below. If you reside in other non-US jurisdictions, your use of the Site or provision of any personal information constitutes your consent for the transfer of such data to the United States for the purposes identified in this Policy.  If you have questions about cross-border transfers, please contact us as detailed at the end of this Policy.

Verifying, Changing, and Deleting Your Information. If you have registered for an account through our Site, you can access, review and manage many changes yourself via your account, including updating your profile information and changing your communication preferences.  If the information you are seeking is not available within your account, you can contact us as detailed below and ask us to change, update or fix your information in certain cases, particularly if it is inaccurate. You can also request that we erase or delete all or some of your personal information or otherwise object to, limit, or restrict the use of such information (if we have no legal right or legitimate business interest in retaining such information).

Children. The Site is not intended for use by anyone under the age of 13, though we may collect information on individuals under 13 in limited circumstance, we do not collect this information from these individuals directly, but instead we collect most of this information from you in connection with providing you services. Specifically, we (i) collect full the full name of an individual under 13 when wealth management accounts are opened for the benefit of said individual, (ii) collect information to confirm dependents in the provision of our income tax services, and (iii) may access information about individuals under 13 when we do an audit, such as information about said individuals who are beneficiaries of your employee benefits or accounts and that receive services under your health plan.

Changes to this Policy

We reserve the right to modify this Policy at any time. If we make changes to this Policy, we will post them on the Site and indicate the effective date of the change.  If we make material changes to this Policy we will notify you by email or through the Site.

Location-Specific Disclosures

Notice to California Residents

If you are a California resident, this section applies to you in addition to the rest of this Policy.

Personal Information We Collect. We collect your personal information when you interact with our Site or otherwise communicate with us. In the past 12 months, we have collected the following categories of personal information from consumers and have used that information for the following purposes:

We will not collect additional categories of personal information or use or retain the personal information we collected for materially different, unrelated, or incompatible business purposes without providing you notice.

Retaining Your Information.  We will only keep your personal information in an accessible form which can identify you for as long as we need to for the purposes for which it was collected.  Because retention periods vary depending on the purpose for collection, we use certain categories and criteria to determine how long we keep personal information, as further described below. Where your personal information is used for more than one purpose, we will retain your Information for the longer of those periods.

When we no longer require your personal information, we will take steps to delete or de-identify it. If the information cannot be permanently deleted or de-identified (for example when it is stored in our electronic backups), we will take appropriate steps to ensure that it is: (a) not used in connection with any decision involving you; (b) not shared with anyone except when we are legally required to do so; (c) kept secure; and (d) permanently deleted once possible.

Sharing Your Information.  We do not sell your personal information for monetary consideration, but we may disclose some of your personal information to third parties for business and commercial purposes, including sharing certain personal information for cross-context behavioral advertising purposes. In the past twelve (12) months, we have disclosed the following categories of personal information to certain third party subcontractors and service providers for a business purpose:

In the past twelve (12) months we have shared for cross-context behavioral advertising purposes the following categories of personal information with advertising and marketing networks and providers, data analytics providers, and social networks:

You can opt-out of the sharing of your personal information as detailed in the “Exercising Your Right to Opt Out” section, below.

Please note that we may collect, use and share additional personal information about you that is governed by laws other than the CCPA, such as the Gramm-Leach-Bliley Act and Fair Credit Reporting Act, and that our activities related to such personal information are not disclosed here.

Sensitive Personal Information.  We do not use or disclose sensitive personal information except as necessary to provide you with our services, consider you for employment, and prevent fraud.  When we use and disclose your sensitive personal information, we will do so in accordance with applicable law.

Personal Information of Children. We have no actual knowledge that we sell or share personal information for cross-context behavioral advertising purposes of consumers under 16 years of age.

Your Rights. California residents have certain rights regarding their personal information:

• Right to Know. You may request no more than twice in a 12-month period that we provide you with copies of specific personal information we have collected, sold, or disclosed about you. However, under California law, we cannot provide you with certain sensitive information, despite your request (for example, we will not send you copies of your social security number even if it is something we collected).
• Right to Delete. You may request that we delete certain personal information we have collected about you, with certain exceptions.
• Right to Correct. You may request that we correct inaccurate personal information that we maintain about you.
• Right to Opt Out of Sharing. You may opt out of the sharing of your personal information to third parties for cross-context behavioral advertising purposes.
• Shine the Light. Under California’s “Shine the Light” law, you have the right to ask us once a year if we have shared your personal information with third parties for direct marketing purposes.

Exercising Your Right to Opt Out. To opt out of the processing of your personal information to third parties for cross-context behavioral advertising purposes, you must turn off third-party advertising trackers on any device used to access the Site. To do so, click the “Cookie Settings” button at the bottom of our Site and click the circle in the “Social Media Cookies” and “Targeting Cookies” tabs so that they are gray, then click “Confirm my Choices.” This will automatically opt you out of cross-context behavioral advertising in the future. For assistance, please contact us as described at the end of this Policy.

Exercising Your Other Rights. To exercise your rights to know, delete, or correct, or to make a Shine the Light request, please submit a request to us by clicking here, emailing us at [email protected], or by calling (866) 799-9580. Please describe your request with sufficient detail so we can properly respond to your request. As part of your request, please specify which right you are exercising and be prepared to provide the following information: full name, date of birth, and account information, if applicable. We may ask for additional information to verify your identity. The information you provide in your request and any follow up information we ask for from you will be used solely to verify your request. After receiving your request, we may need to contact you for further information and will notify you if your request has been granted or declined, or if an exception applies to your request. Only you or an individual designated as your authorized agent to act on your behalf may make a request related to your personal information. You may also make a request on behalf of your minor child.

We may not discriminate against you if you choose to exercise your rights. However, we may charge a different price or provide a different level or quality of goods or services if the difference is related to the value your information provides us.

Responding to Your Rights Request. We will try to respond to your request within 45 days. If we need more time, we will contact you with the reason we need more time and the extension period. If you have an account with us, we will deliver our written response to that account. If you do not have an account with us, we will deliver our response via the method you contacted us. In response to your request to know, we will only disclose the information we have collected in the 12 months prior to our receipt of your request. Our response will also explain the reasons we cannot comply with any request, if applicable. We do not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request.

Notice to Colorado, Connecticut, Utah and Virginia Residents

If you are a Colorado, Connecticut, Utah, or Virginia resident, this section applies to you in addition to the rest of this Privacy Policy.

Profiling and Sensitive Data.  We do not process personal information for the purposes of profiling that produce legal or similarly significant effects concerning consumers or process personal information that is considered “sensitive data,” including to make sensitive data inferences, under your state’s laws. In the event that we intend to collect sensitive data (such as conducting a survey) or make sensitive data inferences, we will obtain your consent and provide you with more details about the purposes of processing and our data retention periods before processing such data.  We will only process sensitive data in accordance with applicable law.

Your Rights. Residents of Colorado, Connecticut, Utah, or Virginia have certain rights regarding their data. Your rights include:

• Right to Opt Out. You have the right to opt out of the processing of your personal information for targeted adverting.
• Right of Access. You have the right to confirm whether we are processing your personal information and to access such personal information, and under certain circumstances to receive a copy of such personal information.
• Right to Correct. You may request that we correct inaccurate personal information we maintain about you.
• Right to Delete. You may request that we delete certain personal information we have collected about you, with certain exceptions.

We will not discriminate against you if you choose to exercise your rights, and you may exercise your rights at any time.

Exercising Your Right to Opt Out. To opt out of the processing of your personal data for targeted adverting, you must turn off third-party advertising trackers on any device used to access the Site. To do so, To do so, click the “Cookie Settings” button at the bottom of our Site and click the circle in the “Social Media Cookies” and “Targeting Cookies” tabs so that they are gray, then click “Confirm my Choices.” This will automatically opt you out of targeting advertising in the future. For assistance, please contact us as described at the end of this Policy.

Exercising Your Other Rights. To exercise your right to access, correct, or delete, please contact us as detailed at the end of this Policy.  Please describe your request with sufficient detail so we can properly respond to your request. As part of your request, please specify which right(s) you are exercising and be prepared to provide the following information: name, email, and type of request you would like to make. After receiving your request, we will use the email you provided to authenticate your identity. The information you provide in your request and any follow up information we ask for from you will be used solely to verify your request and will be deleted as soon as practical after processing your request, except as required by applicable law or otherwise necessary to document your request.

Only you or an individual designated as your authorized agent to act on your behalf may make a request related to your personal information. You may also make a request on behalf of your minor child. As part of your request, please provide: (1) your name and email; (2) the name and email of the individual(s) of whose behalf you are making a request; (3) the right(s) such individual(s) are wishing to exercise; and (4) evidence of your authority to act on behalf of the individual (e.g. a signed authorization).  If we are uncertain of your authority, we may email the individual(s) on whose behalf you are acting to confirm.

We will do our best to respond to your rights request within 45 days. If we need more time, we will contact you with the reason and the extension period. We will respond to your request using the same method in which it was received, such as via our secure portal or email, and will notify you if your request has been granted or declined, if an exception applies to your request, any reason we cannot comply with your request, or if we need additional information. We do not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request.

You have the right to appeal our refusal to take action on a rights request within 30 days after receiving our decision by contacting us as detailed at the end of this Privacy Policy. We will try to inform you of our decision in writing within 45 days after receipt of your appeal, with a written explanation of our decision. If we need more time, we will contact you with the reason and the extension period. If you have concerns about the results of an appeal, you may contact your attorney general to submit a complaint.

Notice to Nevada Residents

Nevada law gives Nevada consumers the right to request that a company not sell their personal information for monetary consideration to certain other parties. We do not sell your personal information for monetary consideration; however, this right still applies. If you are a Nevada consumer and wish to exercise this right, please submit your request by contacting us as detailed at the end of this Policy.

How to Contact Us

Rehmann
1500W. Big Beaver Road
Troy, Michigan 48084
United States of America
Email: [email protected]
Phone: (866) 799-9580

This Policy was last updated April 5, 2024.