About Us

PlanPilot partners with our clients as a fiduciary to control the business risks associated with operating plans and helps deliver the benefits intended. PlanPilot acknowledges that we are an Investment Fiduciary under ERISA┬ž 3 (21), and serves in this role for any plan for which we serve as an investment adviser: this is a distinguishing feature as many consultants do not embrace critical, fiduciary standard.

PlanPilot was founded by 20+ year consulting industry veteran Mark Olsen with a vision to provide superior client service by bundling the knowledge of plan design, governance and investments in a comprehensive, cohesive client delivery model. As a leader in the industry, Mark supports numerous educational forums including speaking at conferences such as CUPA-HR, Midwest Pension Council, Pensions & Investments, Plan Sponsor Council of America, and Stable Value Investment Association and leading webinars on fee transparency, target date analysis, and plan governance. Prior to founding PlanPilot, Mark held senior roles at two global employee benefits consulting firms.

We foster a dynamic, energetic environment where employees develop innovative and strategic solutions for clients. We are very proud of the talented associates and recognize the key to our success has been and will continue to be building the firm with qualified people who thrive in a collaborative service oriented environment.


About Us

»

© Copyright 2013. PlanPILOT. All rights Reserved.

Website Design by WebcreationUS