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@planpilot.com
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Bill Karsten is listed as Senior Retirement Consultant at PlanPILOT, a company with 9 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at planpilot.com and a matched LinkedIn profile for Bill Karsten.
Bill Karsten previously worked as Senior Consultant at Planpilot and Director - Institutional Advisory Services at Bsc Private Wealth Management. Bill Karsten holds Bs, Finance from University Of Illinois At Urbana-Champaign - College Of Business.
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At a young age I learned from my parents the value of hard work and financial discipline. My mom and dad married young and started saving and investing in their teenage years. Despite earning a modest income, they were able to put me and my three brothers through college and still retire in their early fifties. Seeing the freedom that my parents' financial discipline has given them later in life has made me passionate about helping others get and stay on track to achieve their long-term goals. Today, at PlanPilot, I am a Retirement Plan Advisor focused on improving outcomes for plan sponsors, their fiduciary oversight teams and their employee participants. With the goal of improving their employees' opportunity for achieving a dignified retirement on their own terms, we help our clients address and minimize the risks inherent in their 401(k) and 403(b) retirement plans.We partner with our clients to develop sound policies and procedures to support their plan decision-making and communication with their plan participants. With a strong governance foundation in place, we assist sponsors with maximizing their plan design to improve employees' retirement readiness, and help them minimize their plan and investment risks. We also work closely with our clients' service providers to develop strategies for improving plan efficiency, and increasing plan participants' engagement and investment knowledge.We believe that simplifying defined contribution plans eases plan sponsor administration and, when properly communicated, improves participant decision-making. By minimizing a plan's complexity, sponsors are able to provide clear guidance to their employees and encourage them to make better saving and investment decisions that will serve them well later in life.To learn more about Bill and PlanPILOT, please visit https://planpilot.com/
Listed skills include Finance, Investments, 403 Plans, 401 Plans, and 9 others.
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Greater Chicago Area
Our mission is to deliver comprehensive advisory services that help plan sponsors meet and exceed their fiduciary responsibilities by providing them with the proper risk management solutions and independent advice they need.
Elgin, IL
Other employees you can reach at planpilot.com. View company contacts for 9 employees →
Mark Olsen
Colleague at Planpilot
Greater Chicago Area, United States
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MC
Maggie Coll
Colleague at Planpilot
Greater Chicago Area, United States
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TL
Tom Loftus
Colleague at Planpilot
Arlington Heights, Illinois, United States, United States
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MK
Mengting K.
Colleague at Planpilot
Chicago, Illinois, United States, United States
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SH
Scott Hemerda
Colleague at Planpilot
Denver Metropolitan Area, United States
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JH
Jessica H.
Colleague at Planpilot
Chicago, Illinois, United States, United States
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AM
Andy M.
Colleague at Planpilot
Chicago, Illinois, United States, United States
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Quick answers generated from the profile data available on this page.
Bill Karsten works for PlanPILOT.
Bill Karsten is listed as Senior Retirement Consultant at PlanPILOT.
AeroLeads has found 1 work email signal at @planpilot.com for Bill Karsten at PlanPILOT.
Bill Karsten is based in Greater Chicago Area, United States, United States while working with PlanPILOT.
Bill Karsten has worked for Planpilot, Bsc Private Wealth Management, St. Charles Bank & Trust Company, Elgin State Bank, and Lasalle Bank N.A..
Bill Karsten's colleagues at PlanPILOT include Mark Olsen, Maggie Coll, Tom Loftus, Mengting K., and Scott Hemerda.
You can use AeroLeads to view verified contact signals for Bill Karsten at PlanPILOT, including work email, phone, and LinkedIn data when available.
Bill Karsten holds Bs, Finance from University Of Illinois At Urbana-Champaign - College Of Business.
Bill Karsten is listed with skills including Finance, Investments, 403 Plans, 401 Plans, Financial Analysis, Retirement Plan Consulting, Financial Services, and Qualified Retirement Plans.
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