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/
7-day free trial · no credit card
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
Sign up free to see all 12 verified contacts at Planpilot
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- BW
Brodie Wood
Director of Pooled Employer Plans · Finance & Accounting
EmailPhone - BK
Bill Karsten
Senior Consultant · General Business & Management
EmailPhone - BS
Brad Sieniawski
Senior Consultant · General Business & Management
EmailPhone - MK
Mary Kickham
Senior Client Services Associate · Customer/Client Service
EmailPhone - RD
Rick Donley
Director of Multiple Employer Plan Programs · Other
EmailPhone - MO
Mark Olsen
Managing Director · General Business & Management
EmailPhone - TL
Tom Loftus
Consultant and Team Lead · General Business & Management
EmailPhone - AP
Adam Polacek
Sr Consultant · General Business & Management
EmailPhone - AP
Adam Polacek
Sr Consultant · General Business & Management
EmailPhone
Showing 9 of 12 verified contacts
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
Sign up to unlock all 12 contacts at Planpilot
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Planpilot
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.