About

Better Outcomes, Less Risk | Your Retirement Plan Consultants

PlanPILOT was founded in 2011 by 20+ year consulting industry veteran Mark Olsen with a vision to provide superior client service by bundling the knowledge of plan design, governance and investments in a comprehensive, cohesive client delivery model. 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. Our comprehensive approach is focused on minimizing the fiduciary risk to plan sponsors and their committees, 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 employees. Our conflict-free service model ensures that we will always act in the best interest of our plan sponsor clients and their plan participants.

PlanPILOT is recognized as a leader within the industry and our team regularly speak at national conferences, including Pensions & Investments, Stable Value Investment Association, and CUPA-HR.