What departments does PlanPILOT have?

PlanPILOT has employees across 1 departments including Analytics.

What is the largest department at PlanPILOT?

The largest department at PlanPILOT is Analytics with 1 employees.

Where are PlanPILOT employees located globally?

PlanPILOT has employees across 1 continents and 1 countries including United States Of America.

How has PlanPILOT's team size changed over time?

PlanPILOT's team has remained stable from approximately 14 to 14 employees based on available data.

PlanPILOT Employee Directory

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.

PlanPILOT Global Highlights

North America
19

United States Of America
19

PlanPILOT's Leadership

R. D.
Director Of Multiple Employer Plan Programs
Mobile Phone
Email
M. K.
Investment Analyst
Mobile Phone
Email
B. W.
Director Of Pooled Employer Plans
Mobile Phone
Email

PlanPILOT Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Finance
Accounting
Administrative
Other

Contact profiles from PlanPILOT

Name

Title

Contact Info

Location

Last Update

R. D.
Director Of Multiple Employer Plan Programs
Mobile Phone
Email
United StatesMissouri
Apr 15, 2026
M. K.
Investment Analyst
Mobile Phone
Email
Oct 17, 2024
B. W.
Director Of Pooled Employer Plans
Mobile Phone
Email
United StatesUtah
Jun 26, 2026

Frequently Asked Questions

What is PlanPILOT known for?

PlanPILOT operates in the Financial Services industry. The company's main headquarters is located in 223 West Jackson Boulevard Suite 800 Chicago, Illinois 60606 United States; you can contact the main corporate office by phone at

+1-312-973-****

. Explore PlanPILOT's company overview page for more information.

What is PlanPILOT's most common email format?

PlanPILOT employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PlanPILOT email formats with LeadIQ.

How many employees does PlanPILOT have currently?

PlanPILOT has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are PlanPILOT's key employees and leadership?

As of June 2026, PlanPILOT's key employees include:

Director Of Multiple Employer Plan Programs: R. D.
Investment Analyst: M. K.
Director Of Pooled Employer Plans: B. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

PlanPILOT Employee Directory

Find PlanPILOT employees' phone numbers or email addresses

Name search is limited — try advanced search instead