April 25, 2017

2017 – A World of Change for Retirement Plans

Strategies, Pitfalls and Regulation

Overview

Joan Neri was a speaker at a seminar entitled “2017 – A World of Change for Retirement Plans – Strategies, Pitfalls and Regulation” sponsored by Bank of America, Merrill Lynch and US Trust on April 25 in New York City and April 26 in Iselin, New Jersey. She discussed regulatory developments impacting retirement plans, recent court decisions and best practices to mitigate risk and limit fiduciary liability.

View the program description here.

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