PlanPILOT
Brodie Wood currently serves as the Director of Pooled Employer Plans at PlanPILOT, focusing on the development and growth of THE 403b PEP since February 2025. Prior to this role, Brodie held various leadership positions, including Senior Vice President and National Practice Leader at Voya Financial, overseeing the healthcare, education, and NFP markets from September 2018 to October 2024. Experience also includes serving as Vice President at Transamerica Retirement Solutions, where responsibilities encompassed the NFP Markets and institutional sales management, alongside significant roles at Diversified Investment Advisors and Fidelity Investments as a Sales Manager. Brodie holds an MBA in Business from Brigham Young University and a BA in Spanish and Business from Utah State University.
This person is not in any teams
This person is not in any offices
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/