Promoter Plan

Plan Confidence Corp assumes full ERISA Fiduciary liability

You refer your clients, use our models, pricing and services

We offer your clients “Advice Only” or “Advice Plus Trading”

We split all revenue with your firm 50/50 (after any Stripe fees and trading costs)

(Optional) - $50 per month for “White Labeled” Participant Dashboard

Pro Plan

Use of software for ERISA compliance

(optional) Delivery of investment advice to your clients

(optional) “White Labeled” Participant Dashboard

Your fee schedule for your clients

You retain 100% of the advisory fee

Your Allocation Models or ours

You or your clients trade the accounts

*Base fee includes your first 20 clients/accounts. Just $8 per month per client for each additional client/account.

Ask us how to get a $50 discount off each month!

Everything in the Pro Plan

We trade the accounts for your clients**

* Base fee includes your first 20 clients/accounts. Just $8 per month per client for each additional client/account.

** Must have Pontera account prior to Plan Confidence Corp trading

Learn at your own pace

Set yourself apart from your competition

(Coming Soon) Earn CE Credit

Group discounts available