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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 […]
is-your-403b-lawsuit Is Your 403(b) Plan At Risk Of A Lawsuit? - Is Your 403(b) Plan At Risk Of A Lawsuit? Since August 9, lawsuits have been filed against 9 different universities for various ERISA claims. Columbia, Emory, MIT, NYU, Yale, Duke, Johns Hopkins, UPenn, and Vanderbilt now find themselves forced to defend the management of their 403(b) plans in court. Could you be next? For about […]
the-five-biggest-mistakes The Five Biggest Mistakes Plan Sponsors Make - The Five Biggest Mistakes Plan Sponsors Make Plan sponsors know that there are more liabilities and regulations for them to worry about than ever before. There are constant concerns about IRS rules, fiduciary responsibilities, and tax law changes. Failure to comply with regulations can be an expensive disaster, with the ever-looming threat of losing your […]
PlanPilotWebinar Watch Now: 403(b) Plan Lawsuits: Mitigation of Litigation - Until recently, higher education institutions had largely avoided the wave of retirement plan related litigation that many other market segments have been facing. Over the past week, no fewer than eight higher education institutions have been named in lawsuits that allege various items including the claim that plan participants paid an excessive amount of fees […]
PPADeadline (1) What if You Missed the Plan Restatement Deadline? - What if You Missed the Plan Restatement Deadline? by Mark Olsen, Senior Consultant at PlanPilot April 30, 2016, was the IRS deadline for employers to restate their 401(k), profit-sharing, or other defined contribution (not including 403(b) plans) retirement plans. Failure to comply with new regulations could result in significant IRS fines as well as loss […]

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