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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Jordan

Jordan

Strategic Relationship Manager

Jordan, who has a five-year background in managing enterprise relationships and sales at a unicorn startup in Charlotte, NC, joined the PlanTools team in 2018 to spearhead our relationship management initiatives. In addition to onboarding and supporting our ever growing list of clients, Jordan contributes time to our development team working on custom initiatives requested by clients.


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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