404a-5 Revisited: Opportunities for Advisors

Florham Park counsel Joan Neri will co-present a National Association of Plan Advisors (NAPA) webcast on Tuesday, October 16.

The presentation, titled “404a-5 Revisited: Opportunities for Advisors,” will highlight the gaps that exist in the execution and fulfilment of the recent participant level fee disclosure notices and how advisors can use this as an opportunity to add value for clients and prospects.