PlanPILOT

We deliver comprehensive advisory services that help plan sponsors exceed fiduciary duties by providing risk management solutions and independent advice.

[PlanPILOT @Plan_Pilot]

As an industry leader in the retirement plan advisory space, I’ve heard my fair share of advice. But if I could only pass on one lasting lesson, it would be the importance of plan governance and implementing proper fiduciary protocols.https://t.co/WTMjJReUC3

[PlanPILOT @Plan_Pilot]

Our team at PlanPILOT is prepared to assist you and your institution. We welcome any inquiries and look forward to answering your questions.https://t.co/GgaAF3JxCs

[PlanPILOT @Plan_Pilot]

This webinar session focuses on the basics of measuring investment performance using key criteria. Our goal is to provide plan sponsors with additional familiarity and comfort in assessing their plan’s investments to make prudent decisions. https://t.co/fvpCrnhLaR

[PlanPILOT @Plan_Pilot]

As members of Gen Z enter the workforce, they bring different financial pressures, expectations, and digital habits. For plan sponsors, attracting and retaining this emerging talent requires rethinking retirement plans.https://t.co/gyrNATPwnm

[PlanPILOT @Plan_Pilot]

Too many fund choices can work against your plan participants. Mark Olsen of PlanPILOT explains why streamlined investment menus in company retirement plans lead to better decisions, stronger participation, and cleaner fiduciary oversight.

https://t.co/kiSUB1E194

[PlanPILOT @Plan_Pilot]

If you haven't caught on already, we do things differently here. With the complicated role you hold, you need extra support.

Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes.
https://t.co/y4k9qwEp5B

[PlanPILOT @Plan_Pilot]

Leading the way as a plan sponsor comes with its challenges, complexities, and ample room for mistakes. At PlanPILOT, we’re committed to partnering with you, equipping and informing you to make the best decisions for your plan participants.https://t.co/Lgsqu8P7Ta

[PlanPILOT @Plan_Pilot]

If you would like help with finding the right OCIO, or you would like to learn more about how OCIOs work and how they can be utilized, call us at [phone] or email [email protected] to get started today.https://t.co/TENorJa6bP

[PlanPILOT @Plan_Pilot]

At PlanPILOT, we’re guided by one belief: your success defines ours. With transparent communication and a community-first mindset, we’re proud to offer retirement plan consulting that delivers both expertise and heart.https://t.co/WdcChFJN3n

[PlanPILOT @Plan_Pilot]

Let’s look at the issue of investment selection in a retirement plan and how to strengthen the structure of the lineup and to maximize results.https://t.co/2Msk98DF9G

[PlanPILOT @Plan_Pilot]

In this guide, we’ll explore the pros and cons of the safe harbor 401(k) and how to decide if it’s the right option for you.https://t.co/147rHe9ZiT

[PlanPILOT @Plan_Pilot]

The PlanPILOT team stands ready to serve you and your organization. If you would like to speak to a consultant or learn more about our services, book a call today.

📲 312-973-4913 | 📩 [email protected]
https://t.co/evUUDs5RTm

[PlanPILOT @Plan_Pilot]

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

[PlanPILOT @Plan_Pilot]

We can help plan sponsors simplify the implementation and management of their plans, freeing up time and energy for other important projects.

Here’s one example of how we helped a recent client streamline their employer-sponsored retirement plan.
https://t.co/EQQ5VzFvAx

[PlanPILOT @Plan_Pilot]

As a leader in the non-profit space, PlanPILOT provides unbiased, independent consulting services. Please contact us to discuss how we can assist you in your OCIO needs.https://t.co/GsiVmieo8R

[PlanPILOT @Plan_Pilot]

Plan sponsors may pay too much unneeded attention to picking the best investments rather than how the investment menu is structured. Learn why structure trumps choice and how to fix your plan with guidance from PlanPILOT.

https://t.co/zZ4cPAcD3G

[PlanPILOT @Plan_Pilot]

Key Performance Indicators (KPIs) provide a clear view of your company’s retirement plan health. Regularly tracking these metrics helps support informed decisions and strengthens fiduciary oversight.https://t.co/R9ZwN5Z79J

[PlanPILOT @Plan_Pilot]

A Department of Labor audit is never welcome news. But with strong documentation, clear internal controls, and proactive preparation, plan sponsors can approach an audit with confidence.

Here's what to expect and how to prepare.
https://t.co/wtNXTu1PdJ

[PlanPILOT @Plan_Pilot]

Is your retirement plan supporting both your organization and your employees?

Whether you're rethinking plan design, benchmarking fees, or strengthening fiduciary oversight, PlanPILOT can help. Start a conversation with our team today.
https://t.co/XEM4ZDTJmL

[PlanPILOT @Plan_Pilot]

While TDFs remain popular, demand has grown for more personalized options that include greater diversification, customization, and the ability to incorporate more individualized data points than the rather limited scope of a selected retirement timeline. https://t.co/Sk7wNPyNL5