Better Outcomes, Less Risk

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 Mission

We aim to deliver comprehensive advisory services that help plan sponsors meet and exceed their fiduciary responsibilities by providing proper risk management solutions and independent advice you need.

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Our Services

No two plans are alike. Our experienced consultants customize and design tailored solutions to help meet and exceed plan sponsors’ specific goals and objectives.

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Our Insights

Stay up to date on the latest retirement plan and benefits-related news and trends. Find key market insights through our articles, publications and other thought leadership.

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Call PlanPILOT

(312) 973-4911

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Who We Serve


Higher Ed & K-12s


Public Sector

Our Firm in Numbers

Years of Experience
Client Retention
$ B
Assets Managed

Ready to Take the Next Step? Contact Us Today.

The PlanPILOT team stands ready to serve you and your institution. 

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