Easy Access from Anywhere

The Plan Confidence™ Software as a Service (SaaS) is available through any browser with an internet connection!

We also have apps for Apple (iOS) and Google (Android) phones for you. Click the image below to download the app on your favorite device.


No more guesswork

Plan Confidence™ carefully evaluates all the investment options available in your plan.

We will let you know when and where to invest your money, based on your personal risk profile, model selected and the available options in your plan that were chosen by your employer.

Any plan

It doesn’t matter if you work for a fortune 500 company or are self-employed. It doesn’t matter if you are just starting with a small balance or if you are getting ready to retire.

Does your employer offer multiple retirement plans? No problem.

You can even have different risk tolerances and goals for each plan!

Simple terms

  • We work with your favorite investment adviser through a “Co-Adviser” relationship with you.

  • We offer “month-to-month” contracts that can be cancelled at any time, for any reason with the click of a mouse!

  • You have access to multiple models which can be changed at any time.

Ask your favorite investment adviser to set up your account in Plan Confidence.

If they cannot, have them contact us immediately!