Founded in 2011
Provides defined contribution plan consulting.
PlanPILOT
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About PlanPILOT
Founded in 2011, PlanPILOT provides consulting for defined contribution retirement plans. As an independent Registered Investment Advisor, it works with plan sponsors and committees in a fiduciary role under ERISA §3(21) or §3(38). Its services include plan design, governance, investment advice, and risk management tailored to each plan's goals. The firm serves corporations, higher education and K-12 institutions, nonprofits, and public-sector organizations. PlanPILOT also uses its Plan Governance Index to assess plan governance and participant outcomes, identify gaps, and recommend practices to address them. Its consulting supports plan oversight and management, with attention to fiduciary responsibilities and participant outcomes. The firm shares retirement plan and benefits-related articles and market insights for sponsors.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Fiduciary consulting
Advises plan sponsors under ERISA §3(21) or §3(38).
Plan Governance Index
Assesses plan governance and recommends practices to address gaps.
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