PlanPILOT Email Format

Financial ServicesIllinois, United States11-50 Employees

PlanPILOT is a financial services firm focused on defined contribution retirement plan consulting, aiming to reduce fiduciary risk for plan sponsors and oversight teams while safeguarding participants from negative outcomes. The company offers proactive, value-adding services to plan committees and employees, drawing on more than two decades of experience to tailor institutional retirement plan designs for 403(b), 457, and 401(k) programs. Based in Chicago, Illinois, PlanPILOT serves organizations seeking to design and administer retirement plans that align with their core objectives and risk management needs. Its approach centers on comprehensive plan design and ongoing guidance to improve retirement outcomes, addressing the needs of both the sponsoring organizations and plan participants. A recent development involves continued engagement with clients to support administration and participant outcomes, reflecting the firm’s emphasis on proactive consulting across eligible plan types.

Get verified PlanPILOT emails free

Company overview Employee directory