Legal

Privacy Policy

Last Updated: July 1, 2026

Welcome to franchise401kplans.com, operated by J. Andy Ingram, AIF® QPFC® CPFA™ C(k)P® Ri(k)™ ("we," "our," or "us"). Your privacy matters to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website at franchise401kplans.com and interact with our services.

Section 01

Information We Collect

Personal Information

Information you voluntarily provide when you contact us or submit a form, including:

Name
Email address
Phone number
Company or franchise name
Plan details or any other information included in your inquiry or benchmark report request

Automatically Collected Information

When you visit our website, we may automatically collect:

Your IP address
Browser type and version
Device type
Pages visited and time spent on the site
Cookies or similar tracking technologies

Section 02

How We Use Your Information

We use the information we collect to:

Respond to your inquiries and provide retirement plan consulting services
Deliver and follow up on benchmark report requests
Improve our website, services, and user experience
Communicate with you about updates, insights, or relevant information (if you opt in)
Comply with legal and regulatory obligations

Section 03

Cookies and Tracking Technologies

We may use cookies and similar tools to enhance your browsing experience, analyze traffic, and personalize content. You can adjust your browser settings to refuse cookies, but some parts of our website may not function properly without them.

Section 04

Information Sharing and Disclosure

We do not sell your personal information. We may share your information only when necessary to:

Provide services through trusted third-party providers (e.g., scheduling, hosting, analytics)
Comply with legal requirements or respond to lawful requests
Protect our rights, property, or safety

All third-party service providers are required to keep your information confidential and use it only for the purposes we specify.

Section 05

Data Security

We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Section 06

Your Rights and Choices

Depending on your location, you may have the right to:

Access, correct, or delete your personal information
Withdraw consent for marketing communications
Request a copy of the data we hold about you

To exercise any of these rights, please contact us at aingram@franchise401kplans.com.

Section 07

Links to Other Websites

Our website may contain links to third-party websites, including scheduling tools such as Calendly. We are not responsible for the privacy practices or content of those websites. We encourage you to read their privacy policies.

Section 08

Children's Privacy

Our website and services are not intended for children under 13 years old. We do not knowingly collect personal information from children.

Section 09

Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised "Last Updated" date. Continued use of the site after any changes constitutes your acceptance of the updated policy.

Section 10

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please reach out:

J. Andy Ingram AIF® QPFC® CPFA™ C(k)P® Ri(k)™

📧 aingram@franchise401kplans.com

📞 1-844-4-RETPLAN

🌐 franchise401kplans.com

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Capital Investment Company of Virginia and Franchise 401k Plans are trade names of Retirement Fiduciaries of VA, LLC. Investment advisory services are offered by J. Andy Ingram, an investment adviser representative of Sollinda Capital Management, a Registered Investment Adviser. An additional advisory fee applies for investment advisory services. This fee is separate from and in addition to the plan administration, recordkeeping, and AUM fees described on this site, and varies based on total plan assets and whether the engagement involves a new plan or a plan conversion. This website is for informational and educational purposes only and does not constitute an offer or solicitation to buy or sell any securities or investment products. Past performance is not indicative of future results. All plan design, consulting, and fiduciary services are subject to a formal written engagement agreement. Nothing on this site constitutes tax or legal advice. Please consult your tax professional or attorney regarding specific tax questions, including eligibility for federal tax credits under SECURE 2.0. Retirement plan consulting services are provided in connection with qualified plan platforms governed by applicable ERISA regulations.