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Name
Joan Neri
Title
Counsel, Faegre Drinker Biddle & Reath LLP
Bio
Joan Neri
Counsel, Faegre Drinker Biddle & Reath LLP
Joan M. Neri has been representing plan sponsors and plan service providers on matters involving benefits, compensation and all aspects of ERISA compliance since 1988. Joan counsels employers, management and plan fiduciary committees of publicly held corporations, closely held corporations, U.S. affiliates of foreign corporations, and tax-exempt organizations on their fiduciary compliance responsibilities. She advises on the design of qualified retirement plans (including ESOPs), nonqualified executive compensation plans and welfare benefit plans, day-to-day plan administrative issues, and transaction planning involving benefit plan acquisitions, plan mergers and plan terminations. Joan represents plan service providers (including registered investment advisers, broker-dealers, third party administrators, and recordkeepers) 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. She is a frequent speaker throughout the country on legislative and regulatory developments impacting service providers to ERISA plans, ERISA fiduciaries and employee benefit plans and has authored numerous articles on these topics. Joan is a contributor to Drinker Biddle’s Broker-Dealer Law Blog, which provides practical insights on litigation, regulatory, compliance and fiduciary issues impacting broker-dealers.
Counsel, Faegre Drinker Biddle & Reath LLP
Joan M. Neri has been representing plan sponsors and plan service providers on matters involving benefits, compensation and all aspects of ERISA compliance since 1988. Joan counsels employers, management and plan fiduciary committees of publicly held corporations, closely held corporations, U.S. affiliates of foreign corporations, and tax-exempt organizations on their fiduciary compliance responsibilities. She advises on the design of qualified retirement plans (including ESOPs), nonqualified executive compensation plans and welfare benefit plans, day-to-day plan administrative issues, and transaction planning involving benefit plan acquisitions, plan mergers and plan terminations. Joan represents plan service providers (including registered investment advisers, broker-dealers, third party administrators, and recordkeepers) 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. She is a frequent speaker throughout the country on legislative and regulatory developments impacting service providers to ERISA plans, ERISA fiduciaries and employee benefit plans and has authored numerous articles on these topics. Joan is a contributor to Drinker Biddle’s Broker-Dealer Law Blog, which provides practical insights on litigation, regulatory, compliance and fiduciary issues impacting broker-dealers.
