How to Identify & Address
Conflicts of Interest

— Webinar Recording —

Event Details

In today’s litigious environment, we feel it is critical to spotlight potential conflicts of interest that can prove harmful to defined contribution plan sponsors and their participants. In this webinar, we identify and address common conflicts of interest that are prevalent with plan service providers.

Our 30-minute webinar provides insight on:

Speaker

Bill Karsten, Senior Consultant

Bill Karsten
Senior Consultant
PlanPILOT

Bill Karsten has over 25 years of financial industry experience, assisting financial officers and business professionals with managing and reducing risks inherent in their organizations. His key areas of expertise include plan governance, investment oversight and participant education, exclusively serving private universities and colleges. Additionally, Bill assists his clients with investment recommendations and related participant communication and education aimed at improving outcomes for their faculty and staff.