Nate Cassel

Q: What is Nate Cassel email address?

Email Nate Cassel at natecassel@gmail.com, ncassel@ftportfolios.com and nate@planpilot.com. This email is the most updated Nate Cassel's email found in 2026.

Q: How to contact Nate Cassel?

To contact Nate Cassel send an email to natecassel@gmail.com, ncassel@ftportfolios.com or nate@planpilot.com. If you want to call Nate Cassel try calling on 6309510201. (updated on September 02, 2024)

Senior Consultant at PlanPILOT | Wheaton, Illinois, United States

About Nate Cassel

Nate Cassel is a seasoned retirement plan professional with over 30 years of experience, currently serving as a Senior Consultant at PlanPILOT. In this pivotal role, Nate leverages his extensive knowledge of retirement plans and investments to deliver tailored solutions that enhance the retirement outcomes for plan participants while simultaneously mitigating fiduciary liabilities for plan committees. His expertise spans a diverse range of sectors, with a particular focus on 403(b) and 401(k) plans for educational institutions, including both K-12 and higher education clients.

At PlanPILOT, Nate is instrumental in guiding clients through the complexities of plan administration and governance. He employs strategic consulting methods to assess each client's unique needs, ensuring that their retirement plans are not only compliant with regulations but also optimized for performance. His commitment to building relationships with clients allows him to understand their specific challenges and objectives, enabling him to develop innovative product solutions that align with their goals.

Nate's proficiency in fiduciary services and strategic thinking is complemented by his deep understanding of investment strategies, including US equities and ETFs. He is dedicated to fostering a culture of informed decision-making among plan committees, empowering them to navigate the evolving landscape of retirement planning with confidence. Through his collaborative approach and unwavering passion for retirement solutions, Nate Cassel continues to make a significant impact in the industry, helping clients achieve sustainable retirement success.

Nate Cassel Work

Senior Consultant at PlanPILOT in February 2013 to Present

VP- 401(k) Investments and Operations at First Trust Portfolios in January 1998 to August 2012

Vice President- Corporate Benefits at Spiegel in January 1991 to January 1997

Nate Cassel Education

Wheaton College, BA, July 1978 to July 1982

Nate Cassel Skills

401k

ETFs

Marketing Strategy

About Nate Cassel's Current Company

PlanPILOT

Discover more about PlanPILOT

Frequently Asked Questions about Nate Cassel

What is Nate Cassel email address?

Email Nate Cassel at [email protected], [email protected] and [email protected]. This email is the most updated Nate Cassel's email found in 2026.

What is Nate Cassel phone number?

Nate Cassel phone number is 6309510201.

How to contact Nate Cassel?

To contact Nate Cassel send an email to [email protected], [email protected] or [email protected]. If you want to call Nate Cassel try calling on 6309510201. (updated on September 02, 2024)

What company does Nate Cassel work for?

Nate Cassel works for PlanPILOT

What is Nate Cassel's role at PlanPILOT?

Nate Cassel is Senior Consultant

What industry does Nate Cassel work in?

Nate Cassel works in the Financial Services industry.