# PlanLink — Powered by Daybright Financial > Retirement plan enrollment and investment management tool. (iPhone/iPad app by Spectrum Pension Consultants, Inc..) - Source: https://appshunter.io/ios/app/planlink/id1626687408 (this page in markdown: same URL + `.md`) - Developer: [Spectrum Pension Consultants, Inc.](https://appshunter.io/developer/1626687410) - Category: Finance - Price: Free - Rating: 4.80/5 from 105 App Store ratings · 24 written reviews indexed - Age rating: 4+ - Requires: iOS 15.0 · 36 MB - Languages: American English - Released: 2022-05-30 - Data updated: 2026-09-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/planlink/id1626687408/reviews.md ## What is PlanLink? • Enroll in your retirement plan in 5 minutes or less • Easily manage your investment portfolio • Change your contributions • Request a loan, rollover, or lump sum cash withdrawal (if available) • View your portfolio rate of returns • Search transaction history on your account • Get live fund performance data and prospectus • Touch/Face ID for fast & secure authentication • Take control of your retirement! ## Key features - Retirement plan enrollment - Investment portfolio management - Contribution changes - Loan and withdrawal requests - View portfolio returns - Transaction history search - Live fund performance data ## Recent user reviews (10 of 24) All indexed reviews: https://appshunter.io/ios/app/planlink/id1626687408/reviews.md ### 4/5 — Plan my retirement *2026-05-20, version 2024.1.2* Nice to see the amount ### 5/5 — Great app *2026-02-10, version 2024.1.2* Super awesome ### 5/5 — Good *2025-07-27, version 2024.1.2* Easy to use ### 5/5 — Spectrum App 2024! *2025-07-03, version 2024.1.2* I love the ease of use and functionality of this app. I can quickly and easily see account balance, recent history and transfer funds between investments. Thanks for creating such a great product and user experience! ### 5/5 — Good app! *2025-05-18, version 2024.1.2* I like this app. Easy to navigate! I recommend! ### 5/5 — App works great! *2025-02-28, version 2024.1.2* I’ve never had a problem logging in or navigating around site. Very user friendly. ### 5/5 — Easy *2024-11-28, version 2024.1.2* Easy to use so far ### 5/5 — 401k *2024-10-01, version 2024.1.0* It’s working great for me ### 5/5 — Easy to use *2024-09-29, version 2024.1.0* Just easy, that’s all I want….this app is that! ### 5/5 — Best 401(k) App Ever *2024-09-25, version 2024.1.0* Great app! Functions great, easy to navigate, very aesthetically pleasing. ## Frequently asked questions about PlanLink ### What can I do with this app? This app allows you to enroll in retirement plans quickly, manage your investment portfolio, change contribution amounts, and request loans or withdrawals. You can also view your portfolio's rate of returns, search your transaction history, and access live fund performance data. ### Is this app free to use? Based on the provided information, the app is free to use and does not have in-app purchases or advertisements. There are no indications of a subscription model or a one-time purchase fee. ### How does the app ensure security? The application utilizes Touch/Face ID for fast and secure authentication, providing a convenient yet protected way to access your account information and manage your retirement plan. ### Who is the target audience for this app? This app is designed for individuals who are looking for a convenient and secure way to manage their retirement savings and investment portfolios. It is suitable for those who want to take control of their financial future. ## Version history (last 5 releases) ### 2026.2.0 — 2026-07-09 We've given PlanLink a major refresh. Here's what's new in this release: • A Fresh, Modern Experience Every screen has been redesigned with a cleaner, more polished look and feel, making it easier than ever to navigate your retirement account. • Smarter, Simpler Forms We've replaced date pickers with intelligent field formatting for dates, phone numbers, and Social Security numbers. Completing forms is now faster and more intuitive. • New: GROUPIRA Voluntary Contributions IRA members can now make GROUPIRA Voluntary contributions by securely linking a bank account through Plaid. • Performance & Platform Improvements Behind the scenes, we've modernized the technology powering PlanLink to enhance performance, strengthen security, and deliver a smoother experience, along with numerous bug fixes. • Now Powered by Daybright Financial You may notice a new app icon and splash screen. PlanLink is now powered by Daybright Financial. While our look has evolved, it's still the same trusted PlanLink app, built and supported by the team dedicated to delivering the best possible experience. Thank you for using PlanLink! ### 2024.1.2 — 2024-11-12 • New flexible enrollment options • View existing investment allocations during enrollment • Various bug fixes ### 2024.1.0 — 2024-09-17 • Live Updates integration • Major updates to core frameworks and plugins for stability and device compatibility • An error when emailing Spectrum via the Help page has been fixed • Various bug fixes and performance improvements ### 2023.2.0 — 2024-03-02 • You can now view your investment portfolio breakdown by source • Easily calculate your loan payoff amount (if applicable) • Added a one-tap logout button on the dashboard • An error when attempting to view Fund Performance has been fixed • Support for Apple Vision Pro • Various Bug Fixes and Performance Improvements ### 2023.1.0 — 2023-01-23 • iJoin Enrollment is now supported - if available on your retirement plan • Google Authenticator for MFA is now supported - if available on your retirement plan • Numerous bug fixes and performance improvements ## Apps similar to PlanLink | App | Rating | Price | Category | | --- | --- | --- | --- | | [BPASClaims](https://appshunter.io/ios/app/bpasclaims/id727740258) | 1.4 (40) | Free | Finance | | [Sound Credit Union Mobile](https://appshunter.io/ios/app/sound-credit-union-mobile/id1337160161) | 4.7 (8,571) | Free | Finance | | [TAPCO CU](https://appshunter.io/ios/app/tapco-cu/id1273776124) | 4.8 (2,225) | Free | Finance | | [Firefighters First CU](https://appshunter.io/ios/app/firefighters-first-cu/id1030430975) | 4.9 (8,022) | Free | Finance | | [HRAgo](https://appshunter.io/ios/app/hrago/id946966606) | 3.6 (258) | Free | Finance | | [DecisionPoint Financial](https://appshunter.io/ios/app/decisionpoint-financial/id1629406812) | 5.0 (6) | Free | Finance | ## Related topics [retirement plan consultants](https://appshunter.io/ios/topics/retirement-plan-consultants) · [rpag](https://appshunter.io/ios/topics/rpag) · [david pusch](https://appshunter.io/ios/topics/david-pusch) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-05.*