Scale your “held-away” advice with ease and compliance!
Automate the research, advice delivery, documentation (and trading) for “held-away” accounts, ensuring ERISA compliance effortlessly!
Why Advisers Choose PlanConfidence:
Starter Plan
Perfect for solo advisers just getting started with “held-away” accounts.
$29 / Month
Compliance Made Easy
We help you deliver fiduciary-grade advice that is audit ready and ERISA Compliant!
Automation at Scale
Automate your professional advice and documentation for every play participant - without the admin burden.
Engage Participants
Boost financial confidence in your clients and drive action with our user-friendly tools!
Simple, Transparent Pricing
Professional Plan
Designed for growing firms that want to scale efficiently and compliantly.
$159 / Month
Weekly Live Webinar
Join our live session with our co-founder (and former adviser like you) and learn how to compliantly and effortlessly grow you “held-away” business.
Learn how to be a “Held-Away Hero” in your community!
Replays available on demand.
Resources for Advisers
Compliance Kit
A step-by-step walkthrough of how we keep you ERISA-compliant when delivering 401(k) advice at scale.
PlanConfidence University (PCU)
Over two hours of education on how to run an ERISA compliant practice, set your pricing, marketing and how to use our software.
Marketing Materials
Emails, videos, Power Points and the Confident Chronicles. Only available for advisers with an active account.
See PlanConfidence in Action!
Book a 1-on-1 Demo Today!