The Future!
Advisers will be able to work with “held-away” assets as easy as they work with model portfolios.
Trades will go directly to any custodian via an API and fees will be pulled directly from each client’s account.
The term “held-away” will disappear from the financial world’s vocabulary!
We won’t stop until we have created the vision above!
The Present!
PlanConfidence Corp does the research, advice creation & delivery, documentation and ensures ERISA compliance with a few clicks of a mouse.
The participant, adviser or PlanConfidence can manually process the trades (implement the advice).
Adviser collects their fee via a separate non-qualified account, credit/debit card or check from the participant.