PlanPILOT

At PlanPILOT, we’re guided by one belief: your success defines ours. With transparent communication and a community-first mindset, we’re proud to offer retirement plan consulting that delivers both expertise and heart.

Mission & Values | PlanPILOT - Retirement Plan Consultants Our mission is to deliver comprehensive advisory services that help plan sponsors meet and exceed their fiduciary responsibilities.

Let’s look at the issue of investment selection in a retirement plan and how to strengthen the structure of the lineup and to maximize results.

Investment Structure Matters More Than Choice ⎸ PlanPILOT Investment structure matters more than selection. Mark Olsen is with PlanPILOT in Chicago, IL. Customized services and retirement plans for plan sponsors.

In this guide, we’ll explore the pros and cons of the safe harbor 401(k) and how to decide if it’s the right option for you.

Is a Safe Harbor 401(k) the Right Choice? | PlanPILOT - Retirement Plan Consultants Are you a retirement plan sponsor considering a safe harbor 401(k)? Here’s how to decide if it’s the right option for you!

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, book a call today.

📲 312-973-4913 | 📩 [email protected]

PlanPILOT | Your Retirement Plan Consultants | Chicago, IL As retirement plan consultants we bundle the knowledge of plan design, governance, and investments into a cohesive delivery model. Schedule a review today!

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

We can help plan sponsors simplify the implementation and management of their plans, freeing up time and energy for other important projects.

Here’s one example of how we helped a recent client streamline their employer-sponsored retirement plan.

Client Profile: How We Helped a Client Streamline Their Employer-Sponsored Retirement Plan Are you a retirement plan sponsor looking for ways to streamline the day-to-day management of your plan? Learn more about PlanPILOT’s comprehensive process.

As a leader in the non-profit space, PlanPILOT provides unbiased, independent consulting services. Please contact us to discuss how we can assist you in your OCIO needs.

Investment Oversight | PlanPILOT - Retirement Plan Consultants PlanPILOT’s investment oversight provides an independent and comprehensive review of the investment program structure and design.

Plan sponsors may pay too much unneeded attention to picking the best investments rather than how the investment menu is structured. Learn why structure trumps choice and how to fix your plan with guidance from PlanPILOT.

Investment Structure Matters More Than Choice ⎸ PlanPILOT Investment structure matters more than selection. Mark Olsen is with PlanPILOT in Chicago, IL. Customized services and retirement plans for plan sponsors.

Key Performance Indicators (KPIs) provide a clear view of your company’s retirement plan health. Regularly tracking these metrics helps support informed decisions and strengthens fiduciary oversight.

Evaluating Plan Success: Metrics and KPIs for Plan Sponsors Key performance indicators for retirement plans. Mark Olsen is with PlanPILOT in Chicago, IL. Enhance financial wellness and retirement plans for plan sponsors.

A Department of Labor audit is never welcome news. But with strong documentation, clear internal controls, and proactive preparation, plan sponsors can approach an audit with confidence.

Here's what to expect and how to prepare.

The DOL Audit: How Plan Sponsors Prepare and What to Expect How plan sponsors prepare for a DOL audit. Mark Olsen is with PlanPILOT in Chicago, IL. Enhance financial wellness and retirement plans for plan sponsors.