Gina Alsdorf
Overview
Gina Alsdorf focuses her practice on the Employee Retirement Income Security Act (ERISA) and its fiduciary provisions, the Internal Revenue Code, the regulation of individual retirement accounts, and other employee benefit plans. She advises on complex issues involving the creation, marketing, and operation of retirement products, platforms, and service providers for platform providers, trust banks, registered investment advisers, broker-dealers, third-party administrators, and insurance companies.
Gina has more than 15 years of experience in the financial services industry, working with regulators, plan fiduciaries, investment professionals, and business owners on complex issues involving ERISA, employee benefit plans, banking, securities, annuities, privacy, and related tax matters.
As a former in-house counsel, Gina has a deep understanding of the inner workings of financial institutions and investment platforms. For more than a decade, she has held various senior roles counseling executives in the financial services industry. In addition, Gina has past experience serving as in-house counsel for a third-party administrator and as a former investigator for the Employee Benefits Security Administration. She draws on her first-hand experience, having worked on all sides of transactions and advising on the many facets of the retirement plan industry, to deliver strategic technical guidance, creative problem-solving, and practical business advice in a rapidly changing regulatory environment.
In addition to her work in benefits, Gina is passionate about new and emerging technologies such as blockchain and their application to the financial services industry. Recognized as a thought leader and speaker in the field of ERISA and employee benefit plans, she remains at the forefront of industry advancements, continuously striving to drive innovation and solutions for her clients.
Areas of Focus
Practices
Industries
Insights
News
Professional and Community Involvement
- American Society of Pension Professionals & Actuaries
- Leadership Council on Legal Diversity
- Fellow (2023)
- Insured Retirement Institute
- Vice Chair, Retirement Plans and Tax Committee (2023)
- National Tax-Deferred Savings Association
- SPARK Institute
- Public Relations Committee (2022–2023)
- D.C. Bar
- Washington State Bar Association
- Women in Pension Network
Speaking Engagements
- "Compliance Investigations," ACLI Compliance & Legal Sections Annual Meeting 2024, Fort Lauderdale, FL (July 23, 2024)
- "DOL & Cutter Litigation Updates," 2024 NAFA Annuity Leadership Forum, Washington, D.C. (June 24, 2024)
- "Navigating the Matrix: Fiduciary Investment Advice," National Association for Fixed Annuities (June 19, 2024)
Credentials
Education
- John Marshall Law School (LL.M., Employee Benefits, with honors, 2016)
- University of Georgia School of Law (J.D., cum laude, 2001)
- Notes Editor, Georgia Journal of International & Comparative Law
- Shepherd University (B.A., cum laude, 1998)
Bar Admissions
Background
- Assistant Vice President and Senior Counsel, Lincoln Financial, Radnor, PA (2021–2024)
- Senior Counsel, Guideline Inc., San Mateo, CA (2019–2021)
- Managing Counsel, Retirement Plans, Nationwide Mutual Insurance Group, Columbus, OH (2017–2019)
- Assistant General Counsel, Retirement Plans, Nationwide Mutual Insurance Group, Columbus, OH (2013–2017)
- Attorney, ERISA NC LLC, Cary, NC (2012–2013)
- Assistant General Counsel, Guidant Financial Group, Bellevue, WA (2009–2012)
- Investigator, Employee Benefits Security Administration, U.S. Department of Labor, Seattle, WA (2001–2004)
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