Speaking Engagement Recap
November 10, 2021
2021 Virtual PLANSPONSOR Best Practices Conference
Outsourcing and What You Can Expect From Service Providers
Joan Neri, counsel in the Florham Park, New Jersey, office participated during a panel called “Outsourcing and What You Can Expect From Service Providers” during the 2021 Virtual PLANSPONSOR Best Practices Conference. With moderator Rebecca Moore, managing editor of PLANSPONSOR Digital, and panelist Spencer Goldstein, principal and chief investment officer of StoneStreet Equity, Joan discussed the types of outsourcing available to plan sponsors, including 3(16) administrators, 3(21) investment advisers, 3(38) investment managers and pooled employer plans (PEPs).