Finance

By Mark Olsen, Managing Director at PlanPILOT

A growing number of organizations are turning to outsourced chief investment officers (OCIO). In fact, an independent survey found that 37% of organizations are either currently outsourcing their investments or have plans to do so in the next two years. (1) In 2020 alone, OCIO-managed assets increased 5.8%, reaching $1.96 trillion. (2) If you’re looking for a better way to manage your organization’s assets, consider these reasons why an OCIO relationship might be right for you.

By Mark Olsen, Managing Director at PlanPILOT

You know the importance of providing a retirement plan for your valued employees, but you are also familiar with the complicated legalities and stress that managing such a plan can bring. That’s why you’ve delegated these challenges to PlanPILOT, so you can focus on doing what you do best: managing your business, equipping your employees, and providing a service or product that makes a difference. 

By Mark Olsen, Managing Director at PlanPILOT

If you’re a plan sponsor, you have a huge responsibility when providing retirement and healthcare plans to your employees. They rely on your integrity to help them build a solid financial foundation for their future. As a plan sponsor, you must act in the best interest of your employees, maintain their accounts, and make the best investment decisions to help them take care of themselves and their family. However, you might forget that one of the most important tasks is plan fee review.