15: Retirement Plan Consultant, Bill Karsten of Plan Pilot

Fierce Fiduciary Podcast

English - September 08, 2020 20:01 - 1 hour - 68.4 MB
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Previous Episode: 14: Avoiding Irrational Decisions for better results. Predictably Irrational by Dan Ariely

Next Episode: 16: Questions from the Wild: Advisors, annuities, paralysis, current events, and more

Bill Karsten of Plan Pilot gives us some insight about employer-sponsored retirement plans like 401(k) and 403(b) plans. Plan Pilot provides comprehensive retirement plan consulting services for employers. The pillars of their services include, but are not limited to: Plan Governance, Plan Design, Participant Education, Provider Consultation, and Investment Oversight.

The content in this episode is for educational and informational purposes only. Nothing contained in Fierce Fiduciary Podcast should be considered investment or personal financial planning advice.

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