Built by adviser who lived the held-away problem and a software developer.
ABOUT PLAN CONFIDENCE
Plan Confidence was created by a financial adviser and a software developer who believe retirement advice should be fast, easy, scalable, and compliant.
In 2008, Kevin’s clients started asking for advice on their 401(k) accounts the same way he was managing their IRAs.
But giving advice on held-away retirement accounts created operational and ERISA challenges that most firms were not prepared to handle.
Kevin built a manual prudent process for researching investment options, documenting recommendations, and delivering compliant advice.
The process worked — but it quickly became too time consuming to scale.
That’s when Kevin partnered with software developer Mark Reddick to automate the workflow that eventually became the Plan Confidence OS.
The company started from a real-world advisory problem.
THE SHORT STORY
Plan Confidence combines decades of retirement industry experience with deep software engineering expertise.
Built by operators, not theorists.
LEADERSHIP
A future where advisers can work with all client
assets — not just the ones they custody.
OUR VISION
Plan Confidence was built around one idea: every 401(k) and 403(b) participant should be able to receive ongoing professional advice from an adviser of their choosing.
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