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 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

Partner | Wagner Law Group

Tom Clark leads the firm’s St. Louis office and his expertise encompasses all aspects of employee benefits programs, including the design, implementation and...


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Justin Witz

Justin

Chief Technology Officer

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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Sahil

Sahil

Project Manager

In 2020, Sahil 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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Jordan

Jordan

Sales Director

After 5 years of leading Sales and a Sales team for a Unicorn Startup in the Charlotte area, Jordan joined PlanTools in 2018 to lead our sales and marketing efforts.


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Team Members

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Times listed are in Eastern Standard Time

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