Bill Beardsley

WORK HISTORY

EDUCATION

ABOUT BILL BEARDSLEY

William Beardsley brings over 20 years of expertise in corporate retirement services, with a proven track record in senior leadership, sales, and consulting roles. As Nuveen’s Midwest Retirement Wholesaler, he drives strategic growth by partnering with plan sponsors to optimize DC lineups, enhance financial wellness programs, and navigate ERISA fiduciary responsibilities, including QDIAs and engagement strategies.Before joining Nuveen, Bill served as the DCIO Wholesaler for Columbia Threadneedle Investments in Chicago. He previously led LPL Financial’s Retirement Partners division, overseeing the retirement plans business, home-office professionals, and advisor networks. Under his direction, LPL pioneered outsourced 3(38) fiduciary services, financial wellness, IRA rollover solutions, and participant-managed accounts.Earlier in his career, Bill spent a decade at Morningstar, where he built and led the wholesaling team, accelerating the adoption of outsourced ERISA fiduciary solutions at both the plan and participant levels. Prior to that, as Vice President of Retirement Plans at OppenheimerFunds, he spearheaded DCIO, TPA, and turnkey plan sales across the Midwest. Bill began his financial services career in Transamerica’s Group Pension Sales Management Training Program.Bill holds an MS from Northwestern University and a BA from the University of Iowa. His leadership and academic excellence have earned him fellowships from both institutionsSpecialties: Sales, sales management, strategy, business development, product, relationship management, business strategy, public speaking, DoL Conflict of Interest Rule, Financial Wellness, participant services, sales: wholesale and direct, marketing, branding, asset allocation, managed accounts, participant advice, retirement plan design, xml, project management, ERISA, fiduciary advice, retirement planning, retirement income.