March 23, 2014

Longevity Planning in Retirement Plans

Overview

Florham Park partner Joan Neri will be moderating a panel of industry experts to discuss using plan design to provide lifetime income in retirement at the upcoming National Association of Plan Advisors 401(k) Summit in New Orleans on March 23.  The panel will discuss the ERISA fiduciary considerations, the DOL proposals, retirement plan products that protect against longevity risk and will explore the investment adviser’s role assisting plan sponsors in evaluating these products. 

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