Is Your DC Plan Stuck in the Past Decade?

This session is from the September 2022 Trustee School. Some content may be dated.
 
Session Summary: With attention and resources often drawn to defined benefit plans, public defined contribution plan sponsors may unintentionally find themselves falling short of best practice, jeopardizing successful retirement outcomes for their employees. This session will discuss tangible ways that plan sponsors can build stronger DC plans with greater fiduciary protections for themselves and their participants.
 
Presenters:
Alexandra Nobile
Retirement Insights Program Manager
J.P. Morgan Asset Management
 
Dan Notto
ERISA Strategist
J.P. Morgan Asset Management
Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.
Cost: Member Registration: $60.00 / Non-Member Registration: $115.00
 
 

Course Details

Instructors

Alexandra Nobile

Alex Nobile, vice president, Retirement Insights Program Manager, is responsible for the Defined Contribution (DC) proprietary research platform atJ.P. Morgan Asset Management. In her role, she works to better understand the perspectives of participants and plan sponsors in order to create stronger DC plans. Alex began her career with the company within commercial banking. She holds her BSBA in Marketing and International Business, with a minor in Political Science, from King’s College, and her Series 7 and 63 licenses.

As a GAPPT presenter, Alex has received information regarding educational instructional methods and adult learning processes.

Dan Notto

Daniel A. Notto, managing director, is an ERISA strategist with Retirement Solutions at J.P. Morgan Asset Management (JPMAM). An ERISA attorney with more than 35 years of experience, Dan translates complex ERISA requirements into practical concepts to help further JPMAM’s services to retirement clients. He serves as a resource to JPMAM’s sales, product development and other professionals and helps communicate the firm’s perspectives on retirement issues to clients and prospects. Prior to joining JPMAM, Dan held several positions, including senior vice president and retirement plan counsel at AllianceBernstein, and vice president, general counsel and consulting practice director with Universal Pensions (now Ascensus). Dan has also worked in the legal department of Investors Diversified Services (now Ameriprise Financial). He has been a frequent speaker and author on retirement plan legislative and regulatory topics. Dan holds a BS from the University of Minnesota and received his JD (cum laude) from William Mitchell College of Law. He has received the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals & Actuaries (ASPPA). He is a member of the bar of New York.

As a GAPPT presenter, Dan has received information regarding educational instructional methods and adult learning processes.

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