BE CONFIDENT
IN YOUR FUTURE:

Take control of your 401(k) Investments with a customized strategy.

WHAT IS PLAN CONFIDENCE?

Your employer chooses the 401k investment funds to offer you, but they cannot, by law, tell you which ones to invest in. It can be overwhelming trying to decide which funds to pick, much less remembering to rebalance your account.

A recent Schwab 401k participant survey found that over 77% of people said they would be “extremely confident” or “very confident” in their investment choices if they had the help of a professional. That’s where our specialized service, Plan Confidence, comes in.

Plan Confidence is high-powered analytical software and professional financial advice in one – all designed around you and your retirement time frame. It’s easy! There is no need to roll your account over to an IRA. Your money stays right where it is – in your 401k plan, and we help you choose from within the options your employer offers.

LEVERAGE OUR PROFESSIONAL KNOWLEDGE

Having professional help can make a big difference in your account’s performance. Consulting firm AON Hewitt poured over six years of retirement account data from 2006-2012 and found the portfolios of people receiving professional advice earned 3.32% more each year than those doing it on their own. And that was after the cost of the advice!

By earning, on average, an additional 3% per year over 20 years, those getting help had 79% more wealth than those who tried to do it on their own. That could be the difference between retiring with $500,000 or nearly $900,000. Which would you rather have? How would an additional $400,000 change your retirement?

LEARN THE STEPS:

With 24/7 access to your Plan Confidence account, you can review your recommendations and change your risk tolerance at any time. It’s easy to use and it’s economical.

STEP ONE

Within your password-protected Plan Confidence account, we assess your risk tolerance.

STEP TWO

We create personalized investment recommendations using your existing 401k options.

STEP THREE

We give you step-by-step instructions on how to implement our suggestions.

STEP FOUR

We send you friendly quarterly reminders with rebalancing instructions and any updates to keep your plan on track.

WHAT IS THE COST?

The service is available via a website and mobile app with a monthly subscription.

DEPENDING ON ACCOUNT SIZE, SUBSCRIPTIONS START AS LOW AS

$35.00 per month

Plan Confidence fees are paid with a credit card, so no plan assets are touched.
And it is a month-to-month contract, so there is no long-term commitment.

MAKE THE MOVE TODAY

If you are ready to take control of your 401(k) and your financial future sign up now. Go forward with confidence, eliminate the frustration of not knowing what to do with your money, and help make your money last. Start building your Plan Confidence today.