401k Advice & Management for Individuals

401k Advice & Management for Individuals

Offered by PlanConfidence
  • Description
  • Advantage
  • Benefits
Fintech for your “held away” 401K accounts!

You have clients that are still working and contributing to their employer’s retirement plans. Until now, you have never had the ability to offer non-discretionary advice and trading through a simple online platform while remaining compliant with ERISA rules. We are the only firm that allows you to offer your unique advice to all your “held away” and earn an advisory fee. Your client can implement the trades, you can, or we can.

It’s really that simple!

Separate yourself from your competition, while opening a new source of revenue, by offering your clients confidence in their 401k plans! 

Chalice Advantage

Exclusive pricing only available to Chalice Network members:

  • $89 per month:  “Starter” Plan (retail price $129)
  • $199 per month: “Professional” Plan (retail price $299)


  • ERISA/SEC compliant
  • New consistent revenue stream
  • Scalable
  • Turnkey
  • Easy to use for you and your clients
  • App or Web Based
  • Any plan! Any size!
  • Your models or ours
  • Compete in a “Blue Ocean”
  • Separate yourself from your competitors