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.
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