Who We Are

PlanTools LLC was established in 2002 offering the market its flagship risk management product that provides an integrated investment policy statement with a quarterly investment monitoring and selection report. In 2009, the company was acquired by Fiduciary Risk Assessment LLC (“FRA”), a consulting company and PlanTools parent company.

PlanTools Setup

Our Leadership

Entrepreneurs, Innovators, Thought Leaders, Trend Setters...So many terms that identify FRA PlanTools’ Leadership.

David Witz

David

Founder | CEO

In 2004, Fiduciary Risk Assessment was founded as a consulting firm developing fiduciary diagnostic solutions for us by service providers with retirement plan clients.


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Thomas Clark

Thomas

CCO | Director of Fiduciary Oversight

In 2013, Thomas became the Chief Compliance Officer and Director of Fiduciary Oversight after 5 years of litigating prominent ERISA fiduciary breach cases.


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Justin Witz

Justin

CTO | Project Manager

In 2010, after serving his country in the United States Air Force including a tour of duty in Iraq, Justin D. Witz, GFS® joined FRA PlanTools as the IT Director.


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Ankur

Ankur

Team Lead | Sr. Developer

In 2013, Ankur joined PlanTools to manage the development projects for our clients and now manages our entire off-shore team and all deliverables.


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Amanda

Amanda

Creative Director

Amanda specializes in brand experiences and visual storytelling. Her work has been featured in HOW Design Magazine and the AIGA Design Show.


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Team Members

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Times listed are in Eastern Standard Time

  • Monday-Friday: 8am to 6pm
  • Saturday - Sunday: Closed