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@planpilot.com
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Mark Olsen is listed as Managing Director at PlanPilot at PlanPilot, a company with 9 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at planpilot.com and a matched LinkedIn profile for Mark Olsen.
Mark Olsen previously worked as Managing Director at Planpilot and Senior Consultant at Towers Watson. Mark Olsen holds Bachelors Of Science, Finance from Depaul University.
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Mark Olsen is the Managing Director at PlanPILOT. Drawing on over two decades of experience, Mark Olsen provides institutional retirement plan consulting to 401(k), 403(b) and defined benefit plans. His specialties include plan governance, investment searches, investment monitoring and plan oversight serving as a lead consultant for Higher Education, Government, Energy and Manufacturing clients. As the Managing Director, Mark is responsible for the management, development and implementation of the firm’s goals and strategies. He ensures the team shares the vision of client satisfaction by personally selecting and training the staff.Mark is recognized as a leader within the industry and speaks at national conferences including Pensions & Investments, Stable Value Investment Association, and CUPA-HR. Prior to founding PlanPILOT, Mark has held consulting positions at Mercer Investment Consulting and Willis Towers Watson. He’s had significant experience with Fortune 500 defined contribution plans from an investment and plan governance perspective.Outside of managing the firm, he is an avid sailboat racer and participates in the annual Chicago Mac race, the longest freshwater race in the world. During the winter months, he enjoys cross country skiing.To learn more about Mark and PlanPILOT , please visit https://planpilot.com
Listed skills include Investments, Retirement Plan Consulting, Pensions, Defined Benefit, and 15 others.
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A career timeline built from the work history available for this profile.
Greater Chicago Area
Our mission is to deliver comprehensive advisory services that help plan sponsors meet and exceed their fiduciary responsibilities by providing them with the proper risk management solutions and independent advice they need.
Chicago
As a subject matter expert, I supported client relationships throughout the Midwest and South East with recordkeeper reviews, plan benchmarking, and plan governance. I was part of a national team that regularly meet with plan recordkeepers with a key responsibility of developing firm-wide opinions on recordkeepers abilities and services.Specialties include.
Responsible for key retirement plan consulting clients. Investment related focus on 401(k), 403(b) and 457 plan sponsors. Managed a team of investment analysts that provided firm wide reporting for plan sponsor clients and high net worth clients.
Greater Minneapolis-St. Paul Area
- Lead consultant for over 20 plan sponsor client relationships. - Client responsibilities included committee investment education, fiduciary risk management, and gaining consensus for plan changes.- Focused on 401(k) and 403(b) plans
Greater Chicago Area
- Analyzed investment managers and developed quarterly reports for DB and DC clients.- Direct responsibility for in-depth investmetn manager research on select managers.
Other employees you can reach at planpilot.com. View company contacts for 9 employees →
Tom Loftus
Colleague at Planpilot
Arlington Heights, Illinois, United States, United States
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BK
Bill Karsten
Colleague at Planpilot
Greater Chicago Area, United States
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JH
Jessica H.
Colleague at Planpilot
Chicago, Illinois, United States, United States
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AM
Andy M.
Colleague at Planpilot
Chicago, Illinois, United States, United States
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SH
Scott Hemerda
Colleague at Planpilot
Denver Metropolitan Area, United States
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MC
Maggie Coll
Colleague at Planpilot
Greater Chicago Area, United States
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MK
Mengting K.
Colleague at Planpilot
Chicago, Illinois, United States, United States
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Quick answers generated from the profile data available on this page.
Mark Olsen works for PlanPilot.
Mark Olsen is listed as Managing Director at PlanPilot at PlanPilot.
AeroLeads has found 1 work email signal at @planpilot.com for Mark Olsen at PlanPilot.
Mark Olsen is based in Greater Chicago Area, United States, United States while working with PlanPilot.
Mark Olsen has worked for Planpilot, Towers Watson, Blue Prairie Group, Defined Contribution Advisors, and Mercer Investment Consulting.
Mark Olsen's colleagues at PlanPilot include Tom Loftus, Bill Karsten, Jessica H., Andy M., and Scott Hemerda.
You can use AeroLeads to view verified contact signals for Mark Olsen at PlanPilot, including work email, phone, and LinkedIn data when available.
Mark Olsen holds Bachelors Of Science, Finance from Depaul University.
Mark Olsen is listed with skills including Investments, Retirement Plan Consulting, Pensions, Defined Benefit, 401K, Mutual Funds, Financial Services, and Investment Strategies.
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