Using Asset Allocation Vehicles as Custom Target Date Funds – Navigating the ERISA Landscape

Joan Neri will be a speaker at the upcoming fi360 Conference in Nashville, Tennessee on April 26 at the session entitled “Using Asset Allocation Vehicles as Custom Target Date Funds – Navigating the ERISA Landscape.”  She will be discussing the ERISA fiduciary responsibilities for selecting and evaluating these investment vehicles, the requirements they must satisfy to qualify  as qualified default investment alternatives, prohibited transaction considerations and the ERISA disclosure obligations.  

For more information about the presentation click here.