Company Information

Get to know Plan Confidence Corporation

Founded in 1982, Plan Confidence Corporation is a CEFEX-certified independent fiduciary firm that serves retirement plan sponsors. The company specializes in mitigating fiduciary risk by offering comprehensive services, including acting as a 3(16) Plan Administrator, 3(21) Investment Co-fiduciary, and 3(38) Investment Manager. Their core mission is to help plan sponsors manage their complex fiduciary responsibilities, ensure regulatory compliance, and optimize retirement plan outcomes for participants.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Plan Confidence Corporation

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.