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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.

Who We Serve

Higher Ed &
Public Sector

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Discover how PlanPILOT can help your retirement plan administration team and plan participants achieve better outcomes.

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Reducing Risk in your Retirement Plan

View our educational whitepaper that identifies core risks faced by plan sponsors, and provides suggestions for addressing each type of risk.

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