Plan Confidence

Plan Confidence

Get advice on your 401k plan

2 ratings
1 review

Archived App (Last seen on 17 Sep 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • March 5, 2014
  • May 29, 2022

Features

Plan Confidence screenshot #1 for iPhone
Plan Confidence screenshot #2 for iPhone
Plan Confidence screenshot #3 for iPhone
Plan Confidence screenshot #4 for iPhone
Plan Confidence screenshot #5 for iPhone
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About

Get professional, ongoing advice to manage your 401k, 403b, 457, or TSP plan with confidence. This service helps you control risk and save time by providing custom-tailored investment recommendations based on your risk tolerance and market conditions.

Advice for any 401k, 403b, 457, TSP
Save time managing investments
Control investment risk
Gain confidence in retirement planning
Custom-tailored advice
Ongoing professional guidance
Show original description

What's New in Plan Confidence

3.2

May 29, 2022

Fixed bug with push notifications

User reviews

Awesome app for 401k advice!

Great app! So easy to get advice on 401k plans!!

FAQ

What types of retirement plans does Plan Confidence support?

Plan Confidence supports any 401k, 403b, 457, and TSP plans. This comprehensive coverage ensures that a wide range of retirement savers can benefit from the app's advice.

How does Plan Confidence provide custom advice?

The advice is custom-tailored to your specific risk tolerance and current market conditions. This personalized approach aims to optimize your investment strategy.

Is Plan Confidence a registered investment advisor?

Yes, Plan Confidence Corporation is an "Internet Only" Registered Investment Advisor with the Securities Exchange Commission. You can find more information in their ADV part 2A disclosure documents.

How often is the advice updated?

The app offers ongoing, professional advice for your plan for as long as you need it. Specific update frequency is not detailed, but the service is designed to be continuous.

What devices is Plan Confidence available on?

Plan Confidence is available on iPhone, iPad, and iPod. It is designed for users within the Apple ecosystem.

Does Plan Confidence have ads?

No, Plan Confidence does not contain advertisements. The app is free to use and focuses on providing financial advice without commercial interruptions.

What is the user sentiment for Plan Confidence?

Based on the available data, Plan Confidence has a perfect 5.0-star rating from 2 ratings, indicating very positive user sentiment.

When was Plan Confidence last updated?

The latest version of Plan Confidence, 3.2, was last updated on May 29, 2022. This indicates a relatively recent update.