Insights & News

Joan Boros Moderates Retirement Income Industry Association Panel

July 15, 2016
Firm News

PHILADELPHIA – Stradley Ronon Counsel Joan E. Boros will moderate a panel on the Retirement Income Industry Association’s (RIIA) process and tools for determining retirement income needs during RIIA’s 2016 Summer Conference in Salem, Massachusetts, July 18th -19th. The panel, “Adopting Best Practices”, will cover “What are the implications of developing programs based on the Procedural Prudence map in general and the Household Balance Sheet View in particular.?” Speakers include Dan Keady, TIAA; Zack Parker. Securities America; and Manish Malholtra, Income Discovery.

Boros, who serves as a long-time member and secretary of RIIA’s board of directors, is an innovative and practical counselor to the various entities creating, advising and offering registered and unregistered retail investment company and fixed and variable insurance products. The focus of her practice on these investment offerings extends to all aspects of the formation or design, qualification, state and federal registration, regulation and compliance of retail investment companies, fixed, index and variable insurance products and related entities such as investment advisers and broker-dealers. Her practice has necessarily expanded to the ramifications of the Department of Labor’s conflict of interest final rule and related exemptions – the “Fiduciary Rule” on these clients.

About Stradley Ronon
Counseling clients since 1926, Stradley Ronon has helped private and public companies – from small businesses to Fortune 500 corporations – achieve their goals by providing pragmatic, value-driven legal counsel. With offices in eight strategic locations, our responsive team of more than 200 attorneys seamlessly addresses the full spectrum of our clients’ needs, ranging from sophisticated corporate transactions to complex commercial litigation.

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