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.
As a leader in your organization, it’s likely you know others who are in the same spot you once were—overwhelmed with the responsibilities of being a plan sponsor. Did you know that PlanPILOT is accepting referrals? As a retirement plan consulting firm, we solely serve retirement plan sponsors and their participants. Here’s how we can help the plan sponsors you know.
Providing Support for You and Your Network
Our mission is to deliver comprehensive 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. That means we not only oversee your investment fund lineup, we also make sure your plan is working for your company, set up proper plan governance, and more.
We’re proud to say that many of our clients are referrals from other clients. Over the years, we’ve built strong and long-lasting relationships with plan sponsors who not only trust us to help them manage their retirement plan but also trust us enough to refer others in their circles. Letting someone else know about your exceptional experience working with PlanPILOT is the highest compliment you can give us.
If you know a plan sponsor who would benefit from our unparalleled experience and service, send them our way, and let us help them optimize their plan and answer their questions. They can contact us at (312) 973-4913 or email mark.olsen@PlanPILOT.com to schedule a complimentary introductory phone call.
About Mark
Mark Olsen is the managing director at PlanPILOT, an independent retirement plan consulting firm headquartered in Chicago. PlanPILOT delivers comprehensive retirement plan advisory services to 401(k) and 403(b) plan sponsors. Drawing on more than two decades of experience, Mark provides institutional retirement plan consulting to 401(k), 403(b), and defined benefit plans. His specialties include plan governance, investment searches, investment monitoring, and plan oversight. Mark is recognized as a leader in the industry and speaks at national conferences, including those organized by Pensions & Investments, Stable Value Investment Association, and CUPA-HR.