PLAN CONFIDENCE UNIVERSITY

Held-Away assets: Fast! Easy! Compliant!

For Everyone:

Pricing

Bells and Whistles

About Us

“Held-Away” Assets CE Course

Legal Info:

ERISA Law

ERISAnerd.com

Legal Documents

Contact Info

For Current Users:

Participant Login

Adviser Login

Adviser Marketing Materials

PlanConfidence University

This site is for informational purposes only and does not constitute an offer to sell or solicit an offer to buy any security. You should consider all terms and conditions before deciding whether a particular investment strategy is appropriate for your needs. The information, data, analysis and opinions contained in the services include confidential and proprietary information. This may be derived from account information provided by you. To the maximum extent permitted by law, Plan Confidence Corporation disclaims any and all liability in the event that any content or data on the service is inaccurate, incomplete, unreliable or results in any investment losses or other losses. Plan Confidence Corporation is an “Internet Only” Registered Investment Advisor with the Securities Exchange Commission and is located at 1900 Main Street, Suite 308 Sarasota FL 34236.

Registration does not imply a certain level of skill or training. P:312.373.0772 Information regarding our Registered Investment Advisor is provided in the form ADV part 2A. This document provides information about the firm, the services we offer, fees that are charged, and other significant details. If you would like to receive our most recent disclosure documents, please see links under “legal.”

© Copyright 2025 Plan Confidence Corporation - All Rights Reserved