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401(k) Fridays Podcast

The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
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Now displaying: June, 2022
Jun 24, 2022

This week, we tackle a timely topic straight out of the headlines, Bitcoin or Digital assets and 401(k) plans. Joining me is Dave Gray, the Head of Workplace Retirement Platforms & Workplace Investing for Fidelity. We cover all the topics you would expect like why Bitcoin, why 401(k) plans, how can plan sponsors evaluate the whether Bitcoin makes sense for them and a fairly detailed breakdown of the recent DOL Compliance Assistance Release or CAR addressing Bitcoin in workplace retirement plans. We covered a ton of ground, I learned a lot, hoping you do as well. If we missed something, shoot me a note on LinkedIn and we can follow-up. Enjoy!

Guest Bio

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 each Friday!

 

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