PlanPILOT

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused

Learn more by visiting http://planpilot.com/get-started-now/

07/08/2026

Companies with a significant remote employee population may be wise to carefully consider how upgrading and adjusting their plans may result in greater employee satisfaction and favorable participation by remote workers.

Remote work and effect on retirement savings. Olsen, Managing Director at PlanPILOT in Chicago, IL, delivers customized services to plan sponsors.

07/06/2026

Effective investment oversight is crucial for foundations and endowments. Explore our tailored solutions to enhance your financial strategy!

PlanPILOT’s investment oversight provides an independent and comprehensive review of the investment program structure and design.

06/15/2026

This webinar session focuses on the basics of measuring investment performance using key criteria. Our goal is to provide plan sponsors with additional familiarity and comfort in assessing their plan’s investments to make prudent decisions.

Understanding Key Investment Metrics and Why They Matter — Webinar Recording — Watch Now More Info Event Details Effective Investment Oversight: A Webinar Series for Retirement Plan Sponsors PlanPILOT is excited to announce Part II of our 8-part investment webinar series focused on key investmen...

06/11/2026

Too many fund choices can work against your plan participants. Mark Olsen of PlanPILOT explains why streamlined investment menus in company retirement plans lead to better decisions, stronger participation, and cleaner fiduciary oversight.

Streamlined investment menus for better outcomes. Mark Olsen is with PlanPILOT in Chicago, IL. Customized services and retirement plans for plan sponsors.

06/10/2026

If you haven't caught on already, we do things differently here. With the complicated (sometimes overwhelming) role you hold, you need extra support.

Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes.

As retirement plan consultants we bundle the knowledge of plan design, governance, and investments into a cohesive delivery model. Schedule a review today!

06/08/2026

Leading the way as a plan sponsor comes with its challenges, complexities, and ample room for mistakes. At PlanPILOT, we’re committed to partnering with you, equipping and informing you to make the best decisions for your plan participants.

Don’t let these investment mistakes derail your retirement plan. Here’s what to do and what to avoid.

06/05/2026

If you would like help with finding the right OCIO, or you would like to learn more about how OCIOs work and how they can be utilized, call us at (312) 973-4913 or email [email protected] to get started today.

By Mark Olsen, Managing Director at PlanPILOT A growing number of organizations are turning to outsourced chief investment officers (OCIO). In fact, an independent survey found that 37% of organizations are either currently outsourcing their investments or have plans to do so in the next two years.....

06/03/2026

At PlanPILOT, we’re guided by one belief: your success defines ours. With transparent communication and a community-first mindset, we’re proud to offer retirement plan consulting that delivers both expertise and heart.

Our mission is to deliver comprehensive advisory services that help plan sponsors meet and exceed their fiduciary responsibilities.

06/01/2026

Let’s look at the issue of investment selection in a retirement plan and how to strengthen the structure of the lineup and to maximize results.

Investment structure matters more than selection. Mark Olsen is with PlanPILOT in Chicago, IL. Customized services and retirement plans for plan sponsors.

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Chicago, IL
60606

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+13129734911

Website

https://planpilot.com/contact/

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300 N. Lasalle Street Suite 4925

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