Founded With Your Success in Mind
Better Outcomes, Less Risk
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.
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.