Joan Neri


Counsel

Faegre Drinker Biddle & Reath LLP


Joan Neri provides counsel to employer plan sponsors and plan service providers in fulfilling their obligations under the Employee Retirement Income Security Act (ERISA) and complying with the Internal Revenue Code rules governing employee benefit plans. Joan advises on ERISA fiduciary status and responsibilities, avoidance of prohibited transactions, the considerations associated with structuring, developing and offering investment products and services to ERISA plans, and day-to-day plan operational and compliance issues.
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Joan advises plan service providers (including registered investment advisers, broker-dealers, third-party administrators and record-keepers) in fulfilling their obligations under ERISA.  Joan also provides counsel on ERISA compliance responsibilities to employer plan sponsors, management and plan fiduciary committees of publicly held corporations, private companies, U.S. affiliates of foreign corporations and tax-exempt organizations.


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