PlanAdviser

CHICAGO, IL – March 6, 2020 – PlanPILOT is pleased to announce it has been named as one of the 2020 PLANADVISER Top 100 Retirement Plan Advisers.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement.

PlanPILOT was recognized in the “Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement” and “Small Teams With 115 Retirement Plans or More Under Advisement” categories.

CHICAGO, IL – February 18, 2019 – PlanPILOT is pleased to announce it has been named as one of the 2019 PLANADVISER Top 100 Retirement Plan Advisers.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement.

PlanPILOT was recognized in the “Small Teams With $1.8 Billion or More in Retirement Plan Assets Under Advisement” and “Small Teams With 115 Retirement Plans or More Under Advisement” categories.

PlanPILOT Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers

CHICAGO, IL – February 01, 2018 – PlanPILOT is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.

PlanPILOT was recognized in the “Large Teams With $3.5 Billion or More in Retirement Plan Assets Under Advisement” category.