PlanPILOT
Nate Cassel is a seasoned retirement plan expert with over 30 years of experience in the industry. Currently serving as a Senior Consultant at PlanPILOT since February 2013, Nate specializes in enhancing retirement outcomes for 403(b) and 401(k) clients, particularly within the education sector, while mitigating fiduciary risks. Prior to this role, Nate held the position of VP of 401(k) Investments and Operations at First Trust Portfolios, where responsibilities included product development and relationship management across the 401(k) provider chain. Earlier career experience includes serving as Vice President of Corporate Benefits at Spiegel, a Consultant/Actuary at Howard Johnson & Co., and a Benefits Consultant/Actuary at Watson Wyatt. Nate holds a BA in Math and Economics from Wheaton College.
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PlanPILOT
PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees. Drawing on over two decades of experience, we provide institutional retirement plan consulting to 403(b), 457, and 401(k) plans. Our experienced consultants can customize and design a plan tailored to meet the needs of your organization so you can focus on your core objectives. Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes. If you would like to speak to a consultant or learn more about our services, please visit http://planpilot.com/get-started-now/