PlanToolsTM, a provider of retirement plan software and services, announced a partnership with The 401k Study Group® to help with marketing, branding, and advisor outreach. The 401k Study Group® will assist with digital distribution and content creation to reach more advisors and grow PlanToolsTM. Since acquiring PlanToolsTM in 2009, CEO David Witz has expanded their offerings and customer base. He believes teaming up with The 401k Study Group®'s experience in the field will help PlanToolsTM and their clients achieve exceptional growth in the competitive retirement plan market.

1. PlanTools™ Partners with The 401k Study Group®
Charlotte, NC
January 15th
, 2019.
On January 1, 2019, PlanTools™, a leading provider of retirement plan monitoring & benchmarking
software, fiduciary training, and RFP generation announced that they will be partnering with The 401k
Study Group® to reach Advisor partners socially, digitally, and with permission.
David Witz, CEO, announced The 401k Study Group® will support both internal and external distribution,
marketing, and our executives with content creation, brand recognition, and engagement. “We believe
when you couple our firm’s leadership and technology platforms with the innovative and personal skills
of The 401k Study Group® we have built a true force multiplier. We want to reach more advisors, grow
our footprint, and enhance our brand. We are pleased and excited to have found an experienced
partner in this field”.
In 2009, David Witz acquired PlanTools, LLC through his parent company Fiduciary Risk Assessment
(FRA) to support his expert witness work. This strategic acquisition allowed him to take what he has
learned from the court room to develop the ultimate advisor toolkit. Since the acquisition, PlanTools™
has grown from offering two solutions (Investment Monitoring and Investment Policy) to seven
solutions and over 80 different reports. In the process, PlanTools™ has achieved an exceptional
reputation as a developer of custom solutions for firms such as AllianzGI, Principal Financial Group, The
Standard, and TIAA. David Witz, CEO of PlanTools, LLC says, “The 401k Study Group® is an organization
that can assist our clients and PlanTools™ in achieving exceptional growth in a highly competitive market
using proven processes and cutting-edge technology. We couldn’t be more excited to move forward
with The 401k Study Group®”.
Since 2007, The 401k Study Group® supports a national network of financial advisors and industry
stakeholders through social and digital channels to create a trusted destination for collaboration and
success. Chris Richardson, partner in The 401k Study Group® says, “this is a good match of integrity and
talent, PlanTools™ has been a leader and innovator in this space for decades. We both work hard at this
every day and our constituents know they can count on us. With an arrangement like this, everyone
wins.”