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Data Breach Notifications
Entity Information
- Type of Organization: Financial Services
- Entity Name: RetireOne, Inc.
- Street Address: 505 Montgomery Street, 11th Floor
- City: San Francisco
- State, or Country if outside the US: CA
- Zip Code: 94111
Submitted By
- Name: Scott Strait, Ph. D.
- Title: Chief Technology Officer
- Firm name (if different than entity):
- Telephone Number: (502) 230-4560
- Email Address: scott.strait@retireone.com
- Relationship to entity whose information was compromised: Employee
Breach Information
- Total number of persons affected (including residents): 5,172
- Total number of Maine residents affected: 29
- If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
- Date(s) Breach Occured: 04/26/2021
- Date Breach Discovered: 5/23/2022
- Description of the Breach:
- Other
- If other, please specify: Phishing
- Information Acquired - Name or other personal identifier in combination with: Financial Account Number or Credit/Debit Card Number (in combination with security code, access code, password or PIN for the account)
Notification and Protection Services
- Type of Notification: Written
- Date(s) of consumer notification: 07/29/2022
- Copy of notice to affected Maine residents: ARIA Retirement Solutions - Supplemental Exhibit 1 - ME.pdf
- Date of any previous (within 12 months) breach notifications:
- Were identity theft protection services offered: Yes
- If yes, please provide the duration, the provider of the service and a brief description of the service: 12 months, Equifax, Please see Exhibit 1.