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Nate Cassel

Senior Consultant

PlanPILOT

United States, Illinois, Wheaton

About Me

I am a qualified retirement plan professional that loves translating my 30+ years knowledge of (and passion for) the world of retirement plans and investments into solutions that add value. I have (1) consulted with a wide variety of corporate and non-profit institutions on all matters of plan administration, governance, provider service and pricing, education and investments, (2) created investments for retirement plans and a department to support the sales and service of these products, (3) teamed with advisors to provide innovative and creative total solutions for their clients, (4) reviewed investment line-ups for gaps and overlaps; made upgrade recommendations, and (5) led an interna

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Profile Information

Senior Consultant

PlanPILOT

Investment Team,Operations Team

Investor

Consultant

Wheaton

Illinois

United States

Aug 1, 2024

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