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Security

We take security and privacy as seriously as you do.

General

NewRetirement employs SOC standard security measures throughout our application and operations.  Highlights of how we protect your data include:

  • We use bank-level security and industry best practices to ensure that we preserve your data security and privacy
  • All communication between your browser and our servers uses industry-standard 256-bit encryption. Our website’s encryption is rated A+ by Qualys SSL Labs.
  • We have strict internal access controls so that no NewRetirement employees have access to your credentials
  • Your data is stored in data centers that are protected 24/7 with biometric checkpoints, video surveillance and other industry-standard techniques.

Compliance

NewRetirement adheres to SOC2 Type 1 and 2 security controls and our most recent Type 2 certification period was completed December 31, 2022.  We are TrustArc certified, GDPR compliant and adhere to CCPA regulations (certification in process).

Data Privacy and Security

NewRetirement does not:

  • Sell your data, and if we share data with third parties to improve our products and services we make sure they don’t sell your data either
  • Require your social security number, your real name, or any account numbers
  • Store the credit card number you use for purchases

NewRetirement offers users the option to utilize Multi Factor Authentication (2FA) to further protect their accounts.

Account Linking

  • For some services, such as account linking, we partner with Plaid, a financial technology leader with stellar security credentials. You can review Plaid’s security credentials here.
  • When linking accounts, we never send your credentials to your browser, and we do not store your credentials ourselves. Plaid uses industry-leading security practices to ensure your accounts stay safe.

Think you’ve found a bug?

  • We’ve built NewRetirement from the ground up. All technology contains bugs, and the public plays a crucial role in identifying these. If you believe you’ve found a security bug or vulnerability, please email us at: secvul@newretirement.com.

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Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, NewRetirement provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. NewRetirement Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. NewRetirement strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.