Here we go with a 401(k) Friday’s Podcast first, three guests and a great topic. Today we dive into the recent announcement that three major recordkeepers are launching the Portability Services Network. Joining me to discuss what this means is Dave Gray from Fidelity, Greg Long from Alight and Steve Holman from Vanguard. We tackle what is an automatic rollover, the problems it solves for employees and employers, how it works and whether the DOL and others think this is a good idea. This could have been a disaster having three guests, each with a lot to say, but it turned out well. I hope you enjoy!
Guest Bios
Dave Gray is a member of the Workplace Investing Executive Management Team and serves as the Head of Workplace Retirement Platforms, Workplace Investing for Fidelity. Dave leads Fidelity’s defined contribution and multi-product platform and product development teams across sites in the US, India, and Ireland. The teams are responsible for developing and managing market-leading solutions and customer experiences and the continuous modernization of the Workplace Retirement platforms, leveraging cloud technologies. Dave also has principal responsibility for next generation defined contribution plan innovation, notably digital assets and the blockchain. In addition, Dave was appointed to the Department of Labor’s ERISA Advisory Council.
Prior to joining Fidelity, he worked at Charles Schwab where he served as a member of Schwab’s Retirement Plan Services executive leadership team responsible for client experience, product management, and business strategy. Previously, Dave served as a Vice President at Standard Insurance Retirement Services where he built and led the client relationship management organization, and earlier as a member of Invesmart’s executive team responsible for general management of the retirement plan business.
Dave earned a Bachelor of Arts from Tennessee Temple University. He holds FINRA Series 7, 24, and 66 licenses.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 225 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode every other Friday!
The Workplace Retirement Plan Coverage Conundrum: The Challenge, Perspectives & Opportunities
Frustrated By Complex 401(k) Plan Terms? We'll Clarify If They Are Jargon, Gibberish or Jumbled!
When 401(k) Participants Go Missing: How Does It Happen, The Impact & What To Do!
Can You Create A "Perfect" Retirement Plan? - Rebroadcast
To Bundle Or Unbundled 401(k) Administration: Important Questions For An Important Decision
The Factors That Factor Into Factor Investing: Everything From the Basics to The Death of Style Boxes
Rebroadcast - Life In Retirement Without a Paycheck: Are Your Employees Ready?
A Major Workplace Retirement Plan Survey Says... The Sandwich Generation At A Critical Juncture!
Washington D.C. Workplace Retirement Plan Update: One Year Of Trump, Tax Reform & Much More!
Recruiting & Workplace Retirement Plans: Does Your 401(k) Help Talent Sign on the Line?
Embracing Courageous Retirement Plan Design: Conquering Inertia, Eating Elephants and Walking in Your Employees Shoes
Going Beyond the Numbers with Target Date Funds: The Importance of Exploring Process, Beliefs & Strategy
Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 2 of 2
Keeping the 401(k) Boogey Man Away: A Conversation with THE 401(k) Litigator Jerry Schlichter - Part 1 of 2
Ten Thoughts From Nearly 100 Podcast Conversations
Five Important Health Plan Trends for 2018: More In Common with Retirement Plans Than You Would Think!
Rising Interest Rates & 401(k) Plans: Is it True and What's an Employer to Do?
Building a Stronger Retirement Plan Fiduciary: The Importance of Leadership & Stewardship
Making The Business Case for Financial Wellness: A Path to ROI, or Nice Try?
Avoiding the Bubble in Complacency
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