Terms & Privacy Policy

Thank you for using Social(k) to help navigate the complexities of retirement plans. We introduce service providers and plan sponsors to a platform concentrating on offering ESG investments. We never sell lists or email addresses.

Social(k) Inc is a registered Mass Corp. The Social(k) logo is trademarked.

TERMS OF USE

Thank you for visiting www.socialk.com (the “Website”). Social(k) maintains this Website as a

service to our visitors. By using this Website, you agree that you read, understood and will comply

with and be bound by these Terms of Use (the “Agreement”). Please read them carefully.

By using our Website, you agree not to use it to break any laws. You further consent to our

collection, storage and use of your personal information as described in this Agreement. When and if

this Agreement is updated, we will post the changes on this page.

This Agreement remains effective even after your use of the Website is terminated. Sections 2-7, 9-

11, and 13-19, shall survive termination of this Agreement.

3. Purpose and limitations thereon

Social(k) brings together record-keepers and service providers interested in Environmental, Social

and Governance (“ESG”) investing for a fixed price. Social(k)’s fees are disclosed here. Social(k)

does not provide any investment advice through this Website or otherwise. Social(k) does not make

any money through investments or investing. Any investments you make with third party service

providers are governed by the third party’s Terms of Use and other Agreements and do not involve

4. Product Descriptions, Products Not Available in all States

The product descriptions, if any, provided on this Website are not offers to sell or solicitations in

connection with any products or services. Some products may not be available in all jurisdictions.

Anyone interested in a particular product should contact Social(k) to determine whether the product

is available in the particular jurisdiction of interest and to request a copy of the applicable policy,

prospectus or other product information for a complete description of the product.

All information and content made available on this Website (“Content”) serves informational

purposes only and is not binding on Social(k). Although Social(k) attempts to provide accurate

information through its Website, we recommend that users exercise skill and care with respect to

their use of the Content and carefully evaluate the accuracy, currency, completeness and relevance

thereof for the user’s purposes. You are responsible for verifying any Content prior to relying upon

it. Social(k) does not guarantee that the Content is or will be complete, accurate, error-free, useful

for a particular purpose or available at any particular time. Social(k) makes no representation that

the information contained on the Website is appropriate or available for use in all states and access

to information from places where the Website’s Content is illegal is prohibited.

This Website may contain links to third party sites. Access to any other Internet site linked to this

Website is at the user’s sole risk . Social(k) is not responsible for the accuracy or reliability of any

information, data, opinions, advice or statements made on third party websites.

The Website may contain Content supplied by companies unaffiliated with Social(k), including

information about investments, financial markets data, fact sheets, interactive tools and

prospectuses (“Third Party Content”), which may appear in framed areas, via hyperlinks or by

republication on this Website. Social(k) was not involved in the preparation, adoption or editing

of Third Party Content and does not explicitly or implicitly endorse or approve such content. You

are responsible for verifying any Third Party Content prior to relying upon it. Social(k) does not

guarantee that the Third Party Content is or will be complete, accurate, error-free, useful for a

particular purpose or available at any particular time. Social(k) makes no representation that the

information contained in the Third Party Content is appropriate or available for use in all states and

access to information from places where the Website’s Content is illegal is prohibited.

6. Copyright, Trademark and Intellectual Property

“Social(k),” and the Social(k) logo are service marks or registered trademarks of Social(k) that may

not be used, copied or imitated without the prior written consent of Social(k). Social(k) intellectual

property may not be used in connection with any service or information that does not come from

Social(k). Social(k) intellectual property may not be used in any manner that is likely to cause

confusion among consumers or in any manner that disparages Social(k). Other trademarks, trade

names, service marks and otherwise protected property displayed on this Website are the property

of their respective owners and are subject to the terms and conditions applied by those owners to

their intellectual property. You may not mirror any Content contained in this Website on any other

If you are a copyright owner or the legal agent of a copyright owner, and you believe that any user

submission or content on the Website infringes upon your copyrights, you may submit a notification

pursuant to the Digital Millennium Copyright Act section below.

Digital Millennium Copyright Act, Transmission of Third Party Content

Social(k), pursuant to the Digital Millennium Copyright Act, designates Lara Pearson, Esq. to receive

complaints and notices of suspected copyright infringement. If you believe that your work has been

copied and is accessible on this Website in a way that constitutes infringement, you may notify

Social(k) by providing the following information:

1. An electronic or physical signature of the person authorized to act on behalf of the

2. A description of the copyrighted work that you claim has been infringed, including the

3. Identification of the URL or other specific location on this Website where the material

4. Your address, telephone number and e-mail address;

5. A statement by you that you have a good faith belief that the disputed use is not

6. A statement by you, made under penalty of perjury, that the above information in

owner of the copyright interest;

URL (i.e., web page address) of the location where the copyrighted work exists or a

copy of the copyrighted work;

that you claim is infringing is located;

authorized by the copyright owner, its agent, or the law;

your notice is accurate and that you are the copyright owner or are authorized to act

on the copyright owner’s behalf.

Ms. Pearson may be reached via e-mail at Lpearson@secur-ip.com and by regular mail at PMB 405,

774 Mays Blvd., No., 10. Incline Village, NV 89451

7. Minors and the Children’s Online Privacy Act

Social(k) does not direct content to Minors nor does it intend to collect personal information from

Minors and therefore is exempt from the Child Online Privacy Protection Act.

8. Compliance with Gramm-Leach Bliley, use of Non-public Personal Information (NPI)

Social(k) may obtain customers’ non-public personal information (“NPI”), as defined by the Gramm-
Leach Bliley Act of 1999 and various implementing regulations (“GLB”). Although the Social(k) is not

a “financial institution” as defined by GLB, many of the Social(k)s partners are “financial institutions”

subject to GLB. Social(k) will use NPI only in connection with providing services contracted for by its

customers and shall never sell, distribute or rent NPI to third parties. Other provisions of GLB, such

as the notification requirements and the “opt-out” provisions are the responsibility of the financial

institutions and not Social(k).Most products and services provided by Social(k) do not involve the

collection of, or access to, NPI. Social(k) limits access to NPI to employees and agents that need to

know the NPI for business reasons. Social(k) reserves the right to modify its policy regarding NPI

at any time and any changes in such policy shall be posted here within a reasonable time after the

change. If at any point Social(k) decides to use NPI in a manner different from that stated above, it

Certain features of this site may require the use of cookies, which facilitate the passing of

information between the server and your web browser when you travel between web pages. Cookies

are stored in a special directory on your hard drive and can be read only by the website that created

the cookies. No personally identifiable information is stored in the cookies that this Website creates.

Most web browsers can be configured to notify you if a cookie is sent to you or to automatically

reject cookies. Rejecting cookies may cause certain areas of the website not to function properly.

Social(k) may use third-party Web analytics service providers that use cookies or other technologies

to facilitate analysis of use of this Website and the effectiveness of marketing it. Through cookies,

information including, without limitation, your IP address may be transmitted to and stored by this

service provider. They will use this information to evaluate your use of our website and compile

aggregated reports for us. The information collected is not personally identifiable.

This Privacy Policy outlines how Social(k) collects and uses information.

Social(k) uses a variety of security measures to protect certain information transferred through this

Site from unauthorized access, use, or disclosure, including the use of Secure Socket Layer (SSL)

Each time you visit www.socialk.com, our web server automatically recognizes and gathers non-
personally identifying information including but not limited to your computer’s IP address, browser

software, operating system, pages viewed and the length of your visit. This information is not linked

to any personally identifiable information.

The information we collect is used to help us better understand how visitors utilize our Website and

to improve the user experience. We also use it to notify customers about updates. We share this

information only with agents or contractors to assist in providing support for our internal operations.

The information will be disclosed when we are legally obligated to do so, such as at the request of

governmental authorities conducting an investigation to verify or enforce compliance with applicable

laws or to protect against misuse or unauthorized use of Website. The information also may be

provided to a successor entity in connection with a corporate merger, consolidation, sale of assets,

or other corporate change respecting the Website.

ALL CONTENT PROVIDED THROUGH THIS WEBSITE IS PROVIDED ON AN “AS IS” BASIS, WITHOUT
WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE
IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-
INFRINGEMENT. SOCIAL(K) MAKES NO REPRESENTATIONS OR WARRANTIES THAT USE OF THIS
WEBSITE WILL BE SECURE, UNINTERRUPTED OR ERROR-FREE. YOU ARE RESPONSIBLE FOR TAKING
ALL NECESSARY PRECAUTIONS TO ENSURE THAT ANY CONTENT YOU MAY OBTAIN FROM THIS
DIGITAL PRESENCE IS VIRUS FREE. THIRD PARTY CONTENT LIKEWISE IS PROVIDED ON AN “AS-IS”
BASIS WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED.
SOCIAL(K) SPECIFICALLY DISCLAIMS ANY LIABILITY, WHETHER BASED IN CONTRACT, TORT,
STRICT LIABILITY OR OTHERWISE, FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL,
OR SPECIAL DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH ACCESS TO OR USE
OF THIS WEBSITE FOR ANY REASON, EVEN IF SOCIAL(K) WAS INFORMED OF THE POSSIBILITY
OF SUCH DAMAGES. NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED HEREIN,
SOCIAL(K)’S LIABILITY TO YOU IN RESPECT OF ANY LOSS OR DAMAGE SUFFERED BY YOU AND
ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, WHETHER IN CONTRACT, TORT OR
FOR BREACH OF STATUTORY DUTY OR IN ANY OTHER WAY SHALL NOT EXCEED FIVE HUNDRED U.S.

You agree to indemnify, defend and hold Social(k) and its shareholders, officers, directors,

employees, agents and affiliates (collectively, “Affiliated Parties”) harmless from any damages,

liability, loss, claim, demand and expense, including reasonable attorneys’ fees, related to your use

of this Website, Website Content or Third Party Content in violation of this Agreement and/or arising

Claims relating to this Website, the Content and your use of this Website are governed by the

laws of the United States of America and the State of Massachusetts, as applicable. You hereby

unconditionally, voluntarily and irrevocably consent to the exclusive jurisdiction and venue of the

United States District Court for the District of Massachusetts, Eastern Division, and the Court of

Common Pleas of Cuyahoga County, Ohio in any claim or dispute concerning, relating to, or arising

from this Website and any information received from or through this Website. You agree not to plead

forum non conveniens in any such action and you hereby consent to service of process.

The Website is controlled and offered by Social(k) from the United States of America. Social(k)

makes no representations that the Website is appropriate or available for use in other locations.

Visitors who access or use the Website from other jurisdictions do so at their own risk and must at

If you have questions regarding this Agreement or privacy related questions, please contact us via

Acceptance

I understand that by using this Website, I am subject to the terms and conditions set forth herein

and I accept and agree to be bound by all such terms and conditions.

If you do not agree all of the terms and conditions herein, YOU MAY NOT use this Website.

You Can Invest With Your Values

Retirement plans for long-term growth with the benefit of creating a safe, just, and sustainable world.

Social(k) offers hundreds of investments using Environmental, Social, and Governance, (i.e. ESG screened investments) backed by a plethora of Financial research. Structured into traditional Mutual Funds, Social(k) helps you sleep at night knowing that you’re pursuing the brightest possible future for your retirement and our planet.

Learn more about our Big Green Retirement Plan