Target Date Funds: What You Need to Know

Joan Neri

Drinker Biddle & Reath LLP

• Counsel at the nationally recognized law firm of Drinker Biddle & Reath LLP where she focuses on all aspects of employee benefits counseling
• More than 28 years of experience, she works with major publicly-held corporations, closely held corporations, U.S. affiliates of foreign corporations and tax-exempt organizations on matters involving benefits and compensation, with a focus on all aspects of ERISA compliance
• Represents employers, management and plan fiduciary committees on their fiduciary compliance responsibilities and advises them on the design of qualified retirement plans (including ESOPs), nonqualified executive compensation plans and welfare benefit plans, day-to-day plan administrative issues and transactional planning involving benefit plan acquisitions, plan mergers and plan terminations
• Represents plan service providers (including registered investment advisers, broker-dealers, third party administrators, and record keepers) in fulfilling their obligations under ERISA, including fiduciary status and the considerations associated with structuring, developing and offering investment products and services to ERISA plans
• Extensive experience in counseling clients on ERISA issues pertaining to target date funds
• Recently assisted a global investment manager in the launch of its custom target date fund strategies for ERISA plans, advising on ERISA fiduciary, disclosure, QDIA requirements and other technical compliance issues
• Frequent speaker throughout the country on legislative and regulatory developments impacting services providers to ERISA plans, ERISA fiduciaries and employee benefit plans and has authored numerous articles on these topics
• Can be contacted at 973-549-7393 or [email protected]