For Financial Professional Use ONLY:

Due to various state and federal registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals that are currently licensed with the Securities Exchange Commission (SEC) as an Investment Adviser Representative (IAR) or home office employees of a Registered Investment Advisor (RIA) registered with the SEC, State Securities Department or similar financial regulator.

Plan Confidence Corporation is a SEC Internet Only Registered Investment Advisory (RIA) firm under the SEC Investment Advisers Act Rule 203A-2(e) and offers “white label” software or “Co-Advisory” agreements to financial firms who wish to offer their clients advice and/or education on their work sponsored retirement plans.

By clicking "I agree", you attest under the penalties of perjury that you are an financial professional or a home office employee of a financial firm as listed above.