Advising your Clients’ 401(k)s Shouldn’t feel like a Second Job

Your client asks a simple question:

“What should I invest in inside my 401(k)?”

Answering that question can take a lot more time than you might think.

Providing personalized 401(k) advice manually means gathering plan information, researching the available investments, reviewing fund data, comparing those options to your investment models, determining an appropriate allocation, communicating the recommendation to your client, and documenting the entire process.

For one client, that might be manageable.

For 10 clients, it starts taking up a meaningful part of your week.

For 100 clients, you have created an entirely new workload.

How Much Is Your Time Worth?

Think about the hours you spend researching investment menus, reviewing fund options, building spreadsheets, preparing recommendations, and documenting the work.

Those are hours that could be spent meeting with clients, bringing in new business, strengthening relationships, or focusing on higher value planning conversations.

That is exactly why we built Plan Confidence.

Plan Confidence helps automate the time consuming work behind personalized 401(k) advice.

Our technology researches the plan investment options, applies your investment models, creates personalized recommendations, helps deliver your advice, and documents the whole process.

You remain the adviser. Plan Confidence handles the tedious work.

The difference becomes even more important as your business grows.

Without automation, every new client investing in a 401(k) and asking for your help can mean more research, more spreadsheets, more documentation, and more time.

With Plan Confidence, advisers can create a repeatable process that allows them to serve more 401(k) clients without adding the manual work.

Your clients deserve personalized 401(k) advice.

You deserve your time back!

Spend less time researching 401(k)s and more time being an adviser with automation from Plan Confidence!