Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

ERISA Compliance Consultant

Employee Fiduciary, LLC
(Remote / AL)

Employee Fiduciary, LLC logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Plan Document Specialist

Strongpoint Partners
(Hunt Valley MD / Hybrid)

Strongpoint Partners logo

Enrolled Actuary

Concierge Retirement Services, Inc.
(Remote)

Concierge Retirement Services, Inc. logo

Senior Specialist, 401k Recordkeeping

T Bank N.A.
(Dallas TX / Hybrid)

Retirement Plan Consultant

Concierge Retirement Services, Inc.
(Remote)

Concierge Retirement Services, Inc. logo

403(b) Account Manager

Pentegra
(Remote / Putnam Valley NY)

Pentegra logo

Installation Specialist

Benefit Plans Plus
(Remote / MO)

Benefit Plans Plus logo

Retirement Plan Administrator

RPCG, a Strongpoint Partner
(Remote / Wethersfield CT / Hybrid)

RPCG, a Strongpoint Partner logo

Consulting Actuary

Loren D. Stark Company
(Remote / Houston TX)

Loren D. Stark Company logo

Senior Retirement Plan Administrator

Strongpoint Partners
(Remote)

Strongpoint Partners logo

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   Recorded
Conferences
(In-Person or Virtual)
  >  Upcoming   |   Grouped by Location
All   >  Upcoming   |   Grouped by Sponsor

View More Mintz Webinars, Podcasts and Conferences

Retirement Committee Field Guide: 401(k) Plans from the Platform Provider’s Perspective

Mintz

Sept. 10, 2021
Recorded Online
Podcast

The purpose of the Retirement Committee Field Guide podcast is to educate retirement committee members and their advisors on committee composition, management, training, and best practices. Each month we interview a guest, such as a retirement plan advisor, consultant committee member, or academic, to provide insight on fiduciary basics, committee governance, emerging best practices, developing law, and related topics.

Episode 4: 401(k) Plans from the Platform Provider’s Perspective

Guest: Krista D'Aloia, Vice President and Associate General Counsel, Fidelity Investments

In this episode, we speak with Krista D'Aloia, Vice President and Associate General Counsel at Fidelity Investments, about the role of the 401(k) retirement plan “platform provider.” Platform providers are an indispensable part of 401(k) retirement plan maintenance and operation. They keep the plan’s records, provide access to investment vehicles, handle non-discrimination testing, assist in the reporting process, and otherwise help with overall plan compliance. In the course of our discussion, Krista offers valuable insights into the role of a platform provider generally, with an emphasis on industry challenges, the role and changing nature of participant education, and the impact of the Department of Labor’s recent focus on cybersecurity. She also assesses and speculates on the policy changes that Congress is considering in legislation commonly known as the “SECURE Act 2.0.”

More Information, How to Register

© 2024 BenefitsLink.com, Inc.