Confident in Your Retirement Plan?

Take the Guesswork out of where to invest your hard earned money

Plan Confidence™ works just like the GPS in your car. Your GPS knows where you want to go and tells you when to turn. Plan Confidence™ will let you know where to place your money in your retirement plan based off of the risk model that you choose (Conservative, Moderate or Aggressive) and the available investment options in your plan.

Any Size Plan, Any Type of Employer Plan

It doesn’t matter if you work for a fortune 500 company or a small dental office. Our software is designed to work with any type of employer sponsored retirement plan (401k, 403b, 457, TSP, etc).

It doesn’t matter if you are just starting out with a small balance or if you are getting ready to retire.

Want help on multiple plans? No problem. You can even have different risk tolerances and goals for each plan!

We want to help you get the most out of your plan(s).

The Results of Help

What result can using Plan Confidence™ have?

A report done by Financial Engines and Aon Hewitt titled "Help in Defined Contribution Plans: 2006 though 2012" examines how various forms of help effect the performance of participant plans. The report concludes that participants that use help do significantly better than those who go it alone.

The annual performance gap between participants that used help and those that didn't was a median return of 3.23% net of fees over the period of 2006 - 2012.

Confidently Managing Your Plan is as Easy as 1, 2, 3

Set up your account by clicking the "Get Started" button.
Access your account through the website and/or the Plan Confidence™ app when you receive an email or notification on your device.
Log into your plan's website and make the changes.

We Take Security Seriously

We take security very seriously at Plan Confidence™.

  • All your data is stored in a strongly encrypted database.
  • The connection between your browser and us is done over a strongly encrypted HTTPS connection.
  • We never share your information with any third parties.
  • We don't ask for your plan account password, unlike some other services.
  • We do not have access to your plan's account so you do not need to worry about us having access to do anything with your retirement monies.

Web and App

You can easily log onto the Plan Confidence™ website anytime to view your asset allocation models. You can also view your models right on your smart phone using one of our mobile Apps.

Download our free Plan Confidence app for your phone or tablet!

Get it on Google Play

Created by a Registered Fiduciary™ and Software Developer

Plan Confidence™ was created out of the financial crisis in 2008 by Kevin T Clark, RF™. Kevin is a Financial Professional and Registered Fiduciary™ who started in the industry in 1997. In 2010 Kevin approached Mark Reddick, a software designer, looking for help to automate the process of reviewing client’s 401k accounts.

Mark and Kevin continuously are working behind the scenes to make your user experience better and they are very proud of how many families they are able to help with the use of their technology.

Get Started Today

If you would like to be more confident in your plan, don’t delay. Contact your financial professional and let them know you are ready for Plan Confidence™!

Still not Sure?

Then contact your financial professional and let them know that you have some questions. They will be glad to help.