The Fiduciary Line - Participant Service Models

Joan Neri, counsel in the Florham Park, New Jersey office, will be speaking as part of a workshop entitled “The Fiduciary Line - Participant Service Models” at the 2022 PLANADVISER National Conference, taking place September 12 - 14, 2022 at the Westin Kierland Resort in Scottsdale, Arizona.

In this presentation, Joan and her fellow speakers will share how they efficiently and effectively deliver individual-level advice and education to retirement plan participants. Attendees will also hear about new practice models and delivery mechanisms, creating long term relationships with participants and what regulators say about being a fiduciary in regard to participant services.

The 2022 PLANADVISER National Conference is the premier event for retirement plan specialist advisers to discuss and solve topical challenges while networking with peers and making deeper connections with providers. For more information, please visit the conference website.