Investment Oversight

A solid foundation provides the framework for a successful retirement program. PlanPILOT’s approach is driven by the establishment of appropriate policies and procedures to drive investment and plan decision-making; we view it as critical that our clients establish and follow sound practices that are supported by proper documentation.

As the investment advisors to the plan fiduciaries, it is our responsibility to advise committees on ways to provide participants with the appropriate tools, resources and investment structure to make appropriate retirement choices. Providing the investment structure to best fit your participant demographics, the right funds within that structure and the right share classes of the desired funds are all integral parts of developing that solid foundation.

We would sum up our investment philosophy as follows: Our mission is to deliver comprehensive investment advisory services that help plan sponsors meet and exceed their fiduciary responsibilities by providing them with the proper risk management solutions and independent advice they need.

Our process for monitoring managers has a qualitative bias — we believe that relying too heavily on quantitative data can be misleading. With that said, rigorous quantitative analysis can provide valuable insights and the basis on which to challenge managers. As the investment advisors to the plan fiduciaries, we see it as our responsibility to advise the committees on ways to improve their plans and offer appropriate retirement choices.

Core investment services include:

  • Investment Structure Development
  • Investment Policy Statement Development/Refinement
  • Manager Searches
  • Ongoing Performance Monitoring
  • Target Date Fund Analysis
  • QDIA Selection and Monitoring
  • Client Reporting

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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