October 12, 2017

3(38): Key Things to Know to Protect Yourself and Take Care of Clients


Joan Neri spoke at the 2017 PLANADVISER National Conference on October 12 in Orlando, Florida. Her presentation focused on the role of ERISA 3(38) investment managers and explore the fiduciary and other regulatory issues that 3(38) advisers need to consider.

View the full agenda.

PLANADVISER National Conference

Services and Industries

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