my401Kadvice

My401kAdvice (https://www.my401kadvice.com/) is a trade name of Plan Confidence Corporation. Plan Confidence Corporation is an SEC-registered “Internet Only” Registered Investment Adviser (RIA). SEC (or state) registration does not imply a certain level of skill or training.

All investment advice, plan scoring, and fund recommendations are created by Kevin T. Clark, CPFA, RF. My401kAdvice is not a robo-adviser and does not provide fully automated, algorithm-only advice.

We work with “held-away” employer retirement plans (such as 401(k), 403(b), and the Thrift Savings Plan (TSP)). You do not need to roll over, transfer, or move your retirement assets to use our service. Depending on the service you select, we may provide recommendations for you to implement in your plan and/or, with appropriate access/authorization, place changes on your behalf within your plan.

Investing involves risk, including loss of principal. Past performance does not guarantee future results. Our recommendations are not a promise or guarantee of any outcome. You are responsible for evaluating whether our service is appropriate for your situation.

Our reports, recommendations, analysis, and related materials may include confidential and proprietary information. To the maximum extent permitted by law, Plan Confidence Corporation and its officers, directors, employees, and affiliates disclaim liability for losses resulting from the use of information provided through the service, including losses related to incomplete, inaccurate, or delayed information, market events, or other factors outside our control.

More information about our firm (including services and conflicts of interest, if any) is available in our Form ADV Part 2A brochure. You may request our most recent disclosure documents through our website, and you can also find adviser information via the SEC’s Investment Adviser Public Disclosure (IAPD) website.

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