Navigating Plan Sponsors to Achieve Better Outcomes
We believe that having a solid knowledge base of plan governance, plan design, investments, participant investment behaviors and recordkeeper services is unique. With the growing number of court cases and settlements related to the mismanagement of retirement programs, the stakes are increasing for sponsors to fully appreciate their plans’ risks. PlanPILOT’s holistic approach provides plan sponsors with a comprehensive understanding of all facets of their plan and the regulatory effects of their recommendations and decisions.
We often refer to our core services as “pillars”, given that each pillar supports the entire plan.