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/
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The PlanPILOT annual revenue was $2 million in 2026.
Mark Olsen is the Managing Director of PlanPILOT.
13 people are employed at PlanPILOT.
PlanPILOT is based in Chicago, Illinois.
The NAICS codes for PlanPILOT are [524, 524298, 5242, 52, 52429].
The SIC codes for PlanPILOT are [641, 64].