PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, 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 Mission
We aim to deliver comprehensive advisory services that help plan sponsors exceed fiduciary duties by providing risk management solutions and independent advice you need.
Our Services
No two plans are alike. Our experienced consultants customize and design tailored solutions to help meet and exceed plan sponsors’ specific goals and objectives.
Our Insights
Stay up to date on the latest retirement plan and benefits-related news and trends. Find key market insights through our articles, publications and other thought leadership.
(312) 973-4911
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Who We Serve
Corporations
Higher Ed & K-12s
Non-Profits
Public Sector
Our Firm in Numbers
175
+
Clients
4.9
/5
Client Recommendation
$14
B+
Assets Managed
PLAN GOVERNANCE INDEX (PGITM)
We proudly utilize the industry leading Plan Governance Index (PGITM) to assess and measure the state of our clients’ Defined Contribution plans. Our clients seek comprehensive fiduciary governance in addition to improving participant outcomes. PGITM effectively demonstrates where their plan governance and plan participants are on the path toward success, along with recommending best practices to fix any gaps that exist.
Ready to Take the Next Step?
Contact Us Today.
The PlanPILOT team stands ready to serve you and your organization.
If you would like to speak to a consultant or learn more about our services, please complete our short form.