TLB 9.15.16

Products by PlanPILOT

Rating: 0 - 0 reviews

Sort by

  • Provider Consultation

    PlanPILOT’s approach to recordkeeper consultation relates to knowing the core services available and the appropriate fees that you and your plan participants should be paying for the services you are actually receiving. We have often discovered that plan sponsors are not fully aware of their... Read More
  • Foundations & Endowments

    No longer a new concept, the Outsourced Chief Investment Officer (“OCIO”) model has become a way of life to many endowments and foundations globally. What was roughly a $100 Billion industry prior to the Great Recession of 2008-2009 has now ballooned to nearly $2 Trillion with hundreds of firm... Read More
  • Cybersecurity

    As a forward-thinking consulting firm, PlanPILOT is vigilant about reducing a multitude of risks for our plan sponsor clients, especially cybersecurity. Retirement plans specifically are an extensive source of valuable information for cyber criminals. Data that is transferred to the... Read More
  • Plan Design

    While it is important to monitor plan design from a compliance and competitiveness perspective, PlanPILOT believes it is equally important to assess your plan design relative to the return on investment received by the plan sponsor. Plan sponsors should expect to receive value that exceeds their... Read More
  • Plan Governance

    PlanPILOT’s involvement with plan governance provides a significant value-add, as we draw on our extensive knowledge of industry best practices, guidance from the DOL, ERISA counsel, and case law to provide foundational documentation and fiduciary training to each of your retirement plan... Read More
  • Education

    PlanPILOT leverages our industry knowledge with client plan demographics to discover the best means to educate and advise our clients’ employees. In many cases, we have discovered that education campaigns developed by recordkeepers fall well short of desired results, and yet capital continues to... Read More

Rate and Review PlanPILOT

Rating: 0 - 0 reviews Let users know what you would have wanted to know about this company