PlanPILOT delivers comprehensive retirement plan advisory services to 403(b), 457, and 401(k) plan sponsors.
PlanPILOT takes a holistic approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their faculty and staff. Our conflict-free service model ensures that we will always act in the best interest of our plan sponsor clients and their plan participants.
As an independent Registered Investment Advisor (RIA), PlanPILOT partners with our clients as a fiduciary, under ERISA §3(21) or §3(38), to control the business risks associated with operating plans and helps deliver the benefits intended. We are 100% committed to serving defined contribution sponsors in the oversight and management of their plans.
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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
Let PlanPILOT guide you through the time and effort-consuming process of selecting or evaluating an OCIO provider. We are fully committed to making the search for your OCIO provider easier and more efficient. PlanPILOT is actively engaged in providing an objective, independent approach to... Read more
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
It is not hyperbole to suggest that you as a retirement plan sponsor must take seriously your fiduciary responsibility. This includes plan governance, such as a review of the risks that threaten the plan’s compliance with ERISA requirements, an analysis of portfolio performance vis-à-vis... Read more
Finding the right OCIO provider is becoming more difficult given the growth in the number of firms providing OCIO services and the complexity of their solutions. Managing the assets of an organization is mission-critical so it’s important not to rush into choosing an OCIO provider that may not... Read more
For decades, small businesses and their employees have been disadvantaged by the limited availability of high-quality, low-cost retirement plans. But this is all set to change by the end of third quarter this year, when a new rule from the U.S. Department of Labor (DOL) takes effect, seeking to... Read more