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