PlanPilot partners with our clients as a fiduciary to control the risks associated with operating plans and helps deliver the benefits intended. We apply our expertise to every facet of plan development and implementation, including: plan design, plan compliance, evaluation of service providers, provider and manager searches, and review of each client’s investment structure.

Our Difference

With an intense client focus and the commitment to calibrate every decision with client success in mind, PlanPilot possesses distinctive strengths. Our key differentiators are:

•Client Partnerships          • Independence
•Informed Innovation        • Integrated Approach
• Highest Professional Standards

Fee and Expense Scorecard

Our ScoreCard was developed to clearly illustrate your plan’s direct and indirect fees and provide a barometer on how your fees relate to other plans of similar size. This information can be leveraged to demonstrate to your plan participants the relevance of the required DOL fee and investment disclosures and the competitive position of your plan’s fees.

Vendor Structure Review

Many 403(b) plan sponsors are grappling with complex administrative arrangements and investment structures.
The required participant fee disclosures that became effective in 2012 only add to the coordination requirements when multiple vendors are involved. Oversight committees must weigh the

© Copyright 2013. PlanPILOT. All rights Reserved.

Website Design by WebcreationUS