PlanPILOT
Tom Loftus has extensive experience in investment analysis and consulting, currently serving as a Consultant and Team Lead at PlanPILOT since January 2014, following roles as a Senior Investment Analyst and Investment Analyst. Loftus began the journey at PlanPILOT as an Investment Analyst Intern from April 2012 to August 2013. Prior to that, Tom served as an Honor Caddie at Evanston Golf Club from April 2005 to August 2011, where skills were developed to enhance members' golfing experiences, maintaining Honor Caddie status for five years and training others in the role. Tom Loftus holds a degree from Marquette University, earned between 2009 and 2013.
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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/