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PlanScope360™ Team

The PlanScope360™ team brings deep retirement plan industry experience across many disciplines. Regardless of your Governmental plan type or dynamics, the team can deliver solutions that benefit plan participants and simplify plan oversight.

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Al Otto

CEO

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Rob Mclean

President

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Amy Simonson

Vice President, Operations

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Jae Di Lorenzo

Director, Engagement

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Jeff Munsey

Chief Information
Officer

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PlanScope360™ Advisory Board

mcgill

Sean McGill

Vice President
Verity Asset Management

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Mark Luckinbill

Owner
MarkLuck Media, LLC

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1517492660419

Eric McCarthey

ISS Certified Board Director and NACD Leadership Fellow

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Increase plan engagement, grow enrollments, and adopt industry

best practices for you and your plan.

Speak with a member of our team to learn what we can do for you

Contact Us

PlanScope360™ is an integrated administration platform.

PlanScope360
280 South Mangum Street
550 Diamond View II
Durham, NC 27701

Phone (877) 395-0456
Fax (888) 614-3672

info@planscope360.com

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About

Al
Otto

“Governmental 403(b) and 457(b) plans are different from the plans I spent most of my career working with. What amazes me most, now that I’ve seen these plans up close, is how well these plan structures serve employees. Multi-investment provider plans can, and should, continue to grow and be successful. Most simply need a governance structure to help manage the nuances of unique providers and products. This oversight will help protect the employers who oversee these plans. PlanScope360 delivers all of this through an integrated administration platform, which is what gets me so excited.”

Al has seen a lot of the different plan management structures that exist in retirement plans. Al’s diverse plan management experience is helping PlanScope360 introduce Plan Governance, with the elements it takes to make a retirement plan successful. Al serves on the Board of Directors for the Center for Board Certified Fiduciaries and a certified Analyst at the Center for Fiduciary Excellence (CEFEX). Both of these organizations help Al bring new ideas to Governmental plan management and oversight.

Al has 35 years of industry experience, regularly contributing to publications focused on retirement plan administration and legislation for various journals and professional associations. He holds a Bachelor of Science degree in Mechanical Engineering from Virginia Tech and did his graduate work at Georgia Tech.

al.otto@planscope360.com    |   877.395.0456 ext. 102

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Rob
McLean

“Having spent most of my career working with thousands of different multi-provider Governmental 403(b) and 457(b) Plans, it’s always seemed there must be a better way to help plan sponsors improve their plans and protect themselves. A well thought out and executed management process is exactly what these plans need. It’s going to be the next big thing, and I’m glad to be a part of it.”

Prior to joining PlanScope360, Rob was President and CEO of 403(b) and 457(b) plan administrator U.S. OMNI. Rob helped the organization grow significantly, ultimately serving thousands of public school districts across the USA. His perspectives, experiences and skills are a perfect match for PlanScope360.

Rob’s responsibilities include designing PlanScope360’s operational policies and procedures and working closely with the Plan Governance committees created.

Rob earned his Juris Doctor from Villanova University School of Law and his Bachelor of Arts, Political Science, from Boston College. He is actively involved with the Boy Scouts of America, acting in various leadership roles.

Rob’s responsibilities include designing PlanScope360’s operational policies and procedures and working closely with the Plan Governance committees created. 

rmclean@verityinvest.com     |   877.395.0456 ext. 103

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Amy
Simonson

“PlanScope360 was founded with a focus on helping plan participants succeed in their saving and investing efforts. We’re increasingly finding that as employees navigate all the distractions in their lives, the Plan Sponsor can play a powerful role in helping their employees cut through the clutter to prioritize saving.”

As a pioneer in the retirement planning industry, Amy has seen extensive change in financial services. Amongst her peers, she is known as one of the most dynamic thinkers, consistently looking at things with an eye for new opportunity. The creation of PlanScope360 is one of the most unique and impactful opportunities of her career. It is a complete package to help multiple provider plans provide exceptional education while also implementing a best practice operational and compliance structure.

Amy graduated from Rice University in 1992 with a degree in Economics, Political Science and Managerial Studies. She holds the Accredited Investment Fiduciary (AIF) Designation, awarded by the Katz School of Business and the Center for Fiduciary Studies.

 

asimonson@planscope360.com    |     877.395.0456 ext. 104

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Jae
Di Lorenzo

“One of the most fascinating discoveries we’ve made is understanding the impact that storytelling and decision making biases have on how people think about money. Understanding this has helped us develop better communications for employers to use with employees.”

Jae didn’t expect she’d be using a neuroscience degree from Furman University to help teach people about money. Nevertheless, as the Director of Participant Engagement for PlanScope360, Jae is responsible for exactly that; messaging, marketing and the production of content designed to encourage participants to take control of their own financial success.

Jae is an active education advocate in her community and heads a program for financial empowerment in the black community. She holds a neuroscience degree from Furman University and a Juris Doctorate from Georgia State University.

jae@planscope360.com    |    877.395.0456 ext. 101

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