Business Continuity Plan Disclosure Statement

Healthcare Community Securities Corp[1] has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our Business Continuity Plan.

Contacting Us

If, after a significant business disruption, you cannot contact us as you normally do at 1.800.388.1963, you should call our alternative number 518.431.7600, email us or go to our Website. If you cannot access us through those means, you should contact the insurance company, mutual fund company or custodian that administers your retirement plan for instructions on how they will provide access to funds in the event of a significant business disruption. The following is a list of contact information for companies offered though HCSC:

Our participating vendor relationships noted above backs up your records in a geographically separate area. While every emergency poses unique problems based on external factors, such as time of day and the severity of the disruption, our vendors have advised us that their objective is to restore their own operations and be able to complete existing transactions and accept new transactions and payments within a reasonable time. Therefore, it is important for each client to be familiar with the BCP for the vendor(s) they are affected by requesting a copy of providing access to each plan. HCSC cannot control the outcome of any one or all disruptions for the vendors they offer.

Contact information

If you have questions about our business continuity planning, contact us at 1.800.388.1963 or contact@trueplanadvisors.com.

Effective August 2022  |  For informational purposes only

1 HCSC is a wholly owned subsidiary of Group Insurance Agency, Inc. (“GIA”), which itself is a wholly owned subsidiary of HANYS.