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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/

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HeadquartersChicago, United StatesEmployees14(1 to 10)Annual revenue$1M to <$10MWebsiteplanpilot.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

14

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

2

tools in use

Monthly traffic

140

organic / mo

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Decision-makers and verified team members

12 contacts with verified email or phone · masked until revealed.

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Top roles at Planpilot

9 distinct titles indexed · top 9 shown.

  • 2senior consultant
  • 2sr consultant
  • 1client services manager
  • 1consultant and team lead
  • 1director of multiple employer plan programs
  • 1director of pooled employer plans
  • 1managing director
  • 1senior client services associate
  • 1senior investment analyst

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