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.
And it is a month-to-month contract, so there is no long-term commitment.