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Alta Montclair TPA PortalAlta Montclair TPA Portal
  • Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us

Alta Montclair Privacy Statement

Your Privacy is important to us as is your trust in our products and services

Privacy Policy:

Alta Montclair ("Alta Montclair") operates AltaMontclair.org and may operate other websites. It is Alta Montclair's policy to respect your privacy regarding any information we may collect while operating our websites.

Website Visitors

Like most website operators, Alta Montclair collects non-personally-identifying information of the sort that web browsers and servers typically make available, such as the browser type, language preference, referring site, and the date and time of each visitor request. Alta Montclair's purpose in collecting non-personally identifying information is to better understand how Alta Montclair's visitors use its website. From time to time, Alta Montclair may release non-personally-identifying information in the aggregate, e.g., by publishing a report on trends in the usage of its website.

Alta Montclair also collects potentially personally-identifying information like Internet Protocol (IP) addresses for logged in users and for users leaving comments on AltaMontclair.org blogs/sites. Alta Montclair only discloses logged in user and commenter IP addresses under the same circumstances that it uses and discloses personally-identifying information as described below, except that commenter IP addresses and email addresses are visible and disclosed to the administrators of the blog/site where the comment was left.

Gathering of Personally-Identifying Information

Certain visitors to Alta Montclair's websites choose to interact with Alta Montclair in ways that require Alta Montclair to gather personally-identifying information. The amount and type of information that Alta Montclair gathers depends on the nature of the interaction. For example, we ask visitors who sign up at AltaMontclair.org to provide a username and email address. Those who engage in transactions with Alta Montclair are asked to provide additional information, including as necessary the personal and financial information required to process those transactions. In each case, Alta Montclair collects such information only insofar as is necessary or appropriate to fulfill the purpose of the visitor's interaction with Alta Montclair. Alta Montclair does not disclose personally-identifying information other than as described below. And visitors can always refuse to supply personally-identifying information, with the caveat that it may prevent them from engaging in certain website-related activities.

Aggregated Statistics

Alta Montclair may collect statistics about the behavior of visitors to its websites. Alta Montclair may display this information publicly or provide it to others. However, Alta Montclair does not disclose personally-identifying information other than as described below.

Protection of Certain Personally-Identifying Information

Alta Montclair discloses potentially personally-identifying and personally-identifying information only to those of its employees, contractors and affiliated organizations that (i) need to know that information in order to process it on Alta Montclair's behalf or to provide services available at Alta Montclair's websites, and (ii) that have agreed not to disclose it to others. Some of those employees, contractors and affiliated organizations may be located outside of your home country; by using Alta Montclair's websites, you consent to the transfer of such information to them. Alta Montclair will not rent or sell potentially personally-identifying and personally-identifying information to anyone. Other than to its employees, contractors and affiliated organizations, as described above, Alta Montclair discloses potentially personally-identifying and personally-identifying information only in response to a subpoena, court order or other governmental request, or when Alta Montclair believes in good faith that disclosure is reasonably necessary to protect the property or rights of Alta Montclair, third parties or the public at large. If you are a registered user of an Alta Montclair website and have supplied your email address, Alta Montclair may occasionally send you an email to tell you about new features, solicit your feedback, or just keep you up to date with what's going on with Alta Montclair and our products. If you send us a request (for example via email or via one of our feedback mechanisms), we reserve the right to publish it in order to help us clarify or respond to your request or to help us support other users. Alta Montclair takes all measures reasonably necessary to protect against the unauthorized access, use, alteration or destruction of potentially personally-identifying and personally-identifying information.

Cookies

A cookie is a string of information that a website stores on a visitor's computer, and that the visitor's browser provides to the website each time the visitor returns. Alta Montclair uses cookies to help Alta Montclair identify and track visitors, their usage of Alta Montclair website, and their website access preferences. Alta Montclair visitors who do not wish to have cookies placed on their computers should set their browsers to refuse cookies before using Alta Montclair's websites, with the drawback that certain features of Alta Montclair's websites may not function properly without the aid of cookies.

Business Transfers

If Alta Montclair, or substantially all of its assets, were acquired, or in the unlikely event that Alta Montclair goes out of business or enters bankruptcy, user information would be one of the assets that is transferred or acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer of Alta Montclair may continue to use your personal information as set forth in this policy.

Ads

Ads appearing on any of our websites may be delivered to users by advertising partners, who may set cookies. These cookies allow the ad server to recognize your computer each time they send you an online advertisement to compile information about you or others who use your computer. This information allows ad networks to, among other things, deliver targeted advertisements that they believe will be of most interest to you. This Privacy Policy covers the use of cookies by Alta Montclair and does not cover the use of cookies by any advertisers.

Privacy Policy Changes

Although most changes are likely to be minor, Alta Montclair may change its Privacy Policy from time to time, and in Alta Montclair's sole discretion. Alta Montclair encourages visitors to frequently check this page for any changes to its Privacy Policy. If you have a AltaMontclair.org account, you might also receive an alert informing you of these changes. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.

Forms & Templates

Financial Authorization Requests

Salary Reduction Agreement (SRA)

Maximum Allowable Contributions

403(b) & 457 Plans Resources

  • Contributions Guidelines
  • 403(b) Plan Information
  • 457(b) Plan Information
  • Compare 403(b) and 457(b) Plans
  • Financial Hardship Distribution Rules
  • Approved Financial Companies (Vendors)
  • IRS Publication 571
  • IRC 403(b) Tax-Sheltered Annuity Plans
  • IRC 457(b) Deferred Compensation Plans
  • California 403(b) Compare Site
  • California State Teacher’s Retirement System
  • California Public Employees Retirement System

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Alta Montclair Contact Info

  • Alta Montclair Corporation
  • 481 N Santa Cruz Ave, #185, Los Gatos, CA 95030
  • 866-641-8477
  • TPA: 408-371-9327; IT Support: 419-593-1349
  • tpa@altamontclair.com
  • https://altamontclair.org

EBSA Contact Info

  • Employee Benefits Services & Advisors, Inc.
  • 901 Campisi Way, Suite 240, Campbell, CA 95008
  • 408-978-1000
  • 408-371-9327 or 408-371-9364
  • info@ebenefitsservices.com
  • ebenefitsservices.com

© 2014 - 2025 — Alta Montclair. All Rights Reserved — Privacy Statement — Terms of Service

  • Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us