PlanPILOT

Retirement Plan Consultants

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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.

Company Details

Address
223 West Jackson Boulevard, Suite 800
Chicago, IL 60606

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Products & Services

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Provider Consultation

PlanPILOT’s approach to recordkeeper consultation relates to knowing the core services available and the appropriate...

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OCIO Search

Let PlanPILOT guide you through the time and effort-consuming process of selecting or evaluating an OCIO provider. We...

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Plan Design

While it is important to monitor plan design from a compliance and competitiveness perspective, PlanPILOT believes it...

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Education

PlanPILOT leverages our industry knowledge with client plan demographics to discover the best means to educate and...

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Plan Governance

PlanPILOT’s involvement with plan governance provides a significant value-add, as we draw on our extensive knowledge of...

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Cybersecurity

As a forward-thinking consulting firm, PlanPILOT is vigilant about reducing a multitude of risks for our plan sponsor...

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Resources & Content

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Improving Your Retirement Plan Governance

It is not hyperbole to suggest that you as a retirement plan sponsor must take seriously your fiduciary responsibility....

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Finding the Right OCIO Partner

Finding the right OCIO provider is becoming more difficult given the growth in the number of firms providing OCIO...

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Understanding the DOL’s New Rule for Multiple Employer Plans

For decades, small businesses and their employees have been disadvantaged by the limited availability of high-quality,...

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Who is a Fiduciary?

Asking the Right Questions to Ensure Intentional Fiduciary Roles

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ESG & Retirement Plans: The Case for Greater Compatibility

Environmental, social and governance (“ESG”) investing is growing in its understanding, acceptance and usage in the...

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Protecting Your Retirement Plan From Lawsuits: “What keeps you awake at night?”

In today’s retirement plan world, the expanding role of the retirement plan fiduciary and the threat of lawsuits is...

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Smart Beta Investing: What Retirement Program Fiduciaries Need to Know

Smart beta (or factor-based) investing is growing in its understanding, acceptance and usage in the asset management...

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News & Press Releases

Press Release

PlanPILOT Named to 2019 PLANADVISER Top 100 Retirement Plan Advisers

Published: 2/22/2019