Plan Confidence takes cybersecurity seriously.

CYBERSECURITY & INFORMATION SECURITY

We maintain a cybersecurity program designed to help safeguard adviser and participant information while supporting industry security best practices.

Our approach is designed to support the confidentiality, integrity, and protection of sensitive information while giving financial firms the high-level security information they need.

AdvisorArmor Support webpage with a shield icon, displaying text about Plan Confidence and cybersecurity services.

Our cybersecurity program includes

Plan Confidence uses layered administrative, technical, and operational safeguards designed to reduce cybersecurity risk.

A digital dashboard displaying various cybersecurity policies and procedures, including written security policies, multi-factor authentication, role-based access controls, employee cybersecurity training, incident response procedures, backup and continuity measures, risk assessments, and external penetration testing.

Documented policies. Periodic testing.
Ongoing review.

Plan Confidence maintains documented cybersecurity and incident response policies designed to support the confidentiality, integrity, and protection of sensitive information.

Independent external penetration testing and cybersecurity assessments are performed periodically to help identify and address potential security risks.