PlanLink

Spectrum Pension Consultants, Inc.

About this app

PlanLink is an all-in-one tool to help you manage your retirement plan!

• Enroll in your retirement plan in 5 minutes or less
• Easily manage your investment portfolio
• Change your contributions
• Request a loan, rollover, or lump sum cash withdrawal (if available)
• View your portfolio rate of returns
• Search transaction history on your account
• Get live fund performance data and prospectus
• Biometric Authentication for fast & secure login
• Take control of your retirement!

Ratings and reviews

There's not very many features. It's not really good. I use the Charles Schwab app for trading, and it is 10 times better, even just looking at my roth on the Charles Schwab app it is really easy. They make it easy to move stuff around. If you wanna change where your money is going on assets but this app it's quite annoying to use. I would say it isn't user-friendly at all.

Veryy basic on the amount of tools available. Also does not explain what the user is reading very well.

Quick and easy to use. Information is presented clearly and app works well.

What’s new

• New flexible enrollment options
• View existing investment allocations during enrollment
• Various bug fixes