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pop quiz Pop Quiz: Can You Spot the Common Retirement Plan Misconceptions? - Pop Quiz: Can You Spot the Common Retirement Plan Misconceptions? By Linda Coffey, Senior Consultant at PlanPilot   The laws and regulations surrounding retirement plans are complex and confusing. It isn’t any wonder, then, that there are a lot of misconceptions floating around. From fiduciary liability to required disclosures, there are a lot of common […]
the power of effective The Power of Effective Plan Governance - The Power of Effective Plan Governance By Mark Olsen, Senior Consultant at PlanPilot In a previous post, we discussed the importance of plan governance and how it works to make your retirement plan more efficient. Plan governance involves a myriad of details that must not be overlooked. How do you organize the responsibilities, policies, procedures […]
plan governance The Importance of Plan Governance - The Importance of Plan Governance By Mark Olsen, Senior Consultant at PlanPilot A 401(k) or other qualified retirement plan is a necessity for many companies who wish to remain competitive and improve employee satisfaction and retirement readiness. Yet because of a business owner’s many other needs and tasks, managing and improving a plan is often […]
retirement checklist Retirement Plan Consultant Checklist - Retirement Plan Consultant Checklist By Linda Coffey, Senior Consultant at PlanPilot As a plan sponsor, you know the importance of providing a well-managed retirement plan for your employees. You are also aware of how much time and energy it takes to organize and administrate such a plan, not to mention the fiduciary responsibility that goes […]
search PlanPilot Offering OCIO Search Services - PlanPilot Offering OCIO Search Services By Linda Coffey, Senior Consultant at PlanPilot If your company or non-profit is looking to outsource Chief Investment Officer services, you aren’t alone. Demand for Outsourced Chief Investment Officer (OCIO) services has skyrocketed, particularly among non-profits, driven largely by a strong desire by asset owners to increase returns. According to […]
target How to Select Target Date Funds for Your Retirement Plan - How to Select Target Date Funds for Your Retirement Plan By Mark Olsen, Senior Consultant at PlanPilot Target date funds are popular options for employer-sponsored retirement plans. As the name suggests, target date funds are chosen based on the estimated year you plan to retire. For example, an employee who is about 14 years away […]
financial-wellness Five Steps to Ensure Financial Wellness for Your Employees - Five Steps to Ensure Financial Wellness for Your Employees By Linda Coffey, Senior Consultant at PlanPilot You’ve probably heard the term “financial wellness” being thrown around in business circles, as a way for individuals to describe a sense of financial security, of understanding their financial options, and building a monetary foundation in order to pursue […]
five-actions Five Actions Plan Sponsors Should Take Now - Five Actions Plan Sponsors Should Take Now At PlanPilot, we assist clients in not only achieving their goals and satisfying their fiduciary responsibilities today but in continually looking ahead to ensure a dynamic plan and benefit. The industry and the role of retirement plans are evolving so swiftly that while plan sponsors don’t need to be cutting […]
how-will-the-dol How Will the DOL Fiduciary Rule Affect Plan Sponsors? - How Will the DOL Fiduciary Rule Affect Plan Sponsors? In April, the US Department of Labor (DOL) released the long-awaited and highly contested final rule redefining who is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA). This revision was designed to address conflicts of interest in retirement advice by applying […]
planpilotpressrelease PlanPilot Welcomes Senior Consultant, Linda Coffey - PlanPilot Welcomes Senior Consultant, Linda Coffey PlanPilot is excited to announce the newest addition to our team, Senior Consultant, Linda Coffey, who will join the firm on October 18th. Linda brings over 20 years of successful industry experience, having co-founded DiMeo Schneider & Associates in 1995 and successfully grown the firm for two decades. As […]

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