Plan Confidence

We help hardworking Americans manage their 401k plans


Private Fundraise

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Plan Confidence:
Fast Facts

The origins of Plan Confidence date back to 2008 when founder Kevin Clark started providing advice to help his clients manage their 401k plans. This was at the height of the financial crisis, and his monthly service became a very manual and time-consuming process. He then asked a friend, Mark Reddick, for assistance. Drawing upon his software development expertise, Reddick told Clark he could automate the process.

Together they co-founded Plan Confidence Corp, a fintech SaaS company and SEC Registered Internet-Only RIA, to legally deliver 401k advice to the public.


Plan With Confidence


The Solution That’s Right For You

How We Do It


Traction & Accomplishments

Meet The Team

Kevin T Clark, RF

  • All sales and business strategy and product development (conceptually)
  • A financial adviser since 1997 and a certified Dalbar Registered Fiduciary

Mark Reddick

  • All backend development and ongoing maintenance of current software
  • Started as a programmer in 1989 and created an "app" for the second-generation iPod

Tracy Sapp

  • Database management, new client onboarding and social media marketing
  • Thriving in the marketing field since 2014; previously served the healthcare field as a nurse

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