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About PlanPILOT

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees. Drawing on over two decades of experience, we provide institutional retirement plan consulting to 403(b), 457, and 401(k) plans. Our experienced consultants can customize and design a plan tailored to meet the needs of your organization so you can focus on your core objectives. Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes. If you would like to speak to a consultant or learn more about our services, please visit http://planpilot.com/get-started-now/

Founded in 2011 by Mark Olsen.

Founded
2011
Employees
1 to 10

Leadership

The top of PlanPILOT's org chart, with how many people report into each leader.

MOPhoto of Mark Olsen

Mark Olsen

Managing Director

4 reports

BWPhoto of Brodie Wood

Brodie Wood

Director Of Pooled Employer Plans

1 report

RDPhoto of Rick Donley

Rick Donley

Director Of Multiple Employer Plan Programs

SHPhoto of Scott Hemerda

Scott Hemerda

Senior Consultant