 Bar and Court Admissions |
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- District of Columbia
- Maryland
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| Education |
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- J.D., University of Maryland, (with honors, Order of the Coif)
- B.A., George Washington University; Vassar College
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| Professional Affiliations |
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- Member, Faculty for seminars conducted by the American Law Institute/American Bar Association; Federal Bar Association-Commerce Clearing House; Annual Mutual Fund Conference; Association for Investment Management and Research; International Institute for Research; National Association for Fixed Annuities; National Association for Variable Annuities
- Member, Editorial board of Annuity Market News
- Member, American Bar Association; Securities Activities of Insurance Companies
- Member, Federal Bar Association
- Founder, National Association for Fixed Annuities
- Accredited Assessor for the Insurance Marketplace Standards Association
- Member, Japan America Society (Washington, D.C.)
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| | | Joan E. Boros
Of CounselWashington, D.C. Email: jeb@jordenusa.com
Phone: 202.965.8150
Fax: 202.965.8104 Joan E. Boros , Esq. is in Jorden Burt LLP's Washington, D.C. office. Her securities, corporate, and insurance law practice experience includes all aspects of the design, organization, qualification, state and federal registration, and compliance of investment companies and variable insurance products registered under the Federal securities laws, including the Investment Company Act of 1940. She has parallel experience with related entities, such as investment advisers and broker-dealers. She also provides analysis and advice with regard to the status of certain offerings, such as traditional fixed and fixed indexed products under the federal securities laws. She is a frequent contributor to industry publications, and has chaired a Practising Law Institute seminar, "Understanding the Securities Products of Insurance Companies," for ten years. Joan Boros also co-chaired the ALI-ABA Conference on Life Insurance Company Products for 9 years. She was a co-founder of the National Association for Fixed Annuities (NAFA), serving as a Board member from its inception until 2007. She currently serves as a Board member of the Retirement Income Industry Association (RIIA) and Chair of its Compliance Standards Committee. Joan Boros gained her experience as an Attorney-Advisor in the Office of the Solicitor, U.S. Department of Labor and in the Division of Investment Management, U.S. Securities and Exchange Commission from 1980 to 1983, and as a private attorney specializing in these matters since 1983. Prior to entering law school, Ms. Boros was a business promotion and marketing consultant to foreign businesses and governments. Speeches and Publications
- Co-Chair: Annual ALI/ABA Conference on Securities, Tax and ERISA Issues Affecting Insurance Companies (for the past six years)
- Co-Chair: Annual Practicing Law Institute Program on issues relating to variable insurance products (for the past eight years)
- Featured Speaker: National Association for Fixed Annuities (NAFA) Expo (for the past three years)
- Speaker: "What's New and Exciting with Equity Indexed Products," Society of Actuaries Annual Meeting (November 2005)
- Panelist: "The Changing Face of Retirement," National Association for Variable Annuities (NAVA) Annual Meeting (October 2005)
- Speaker: "Asset Allocation Programs and Issues," LIMRA, LOMA, SOA Annuity Conference (April 2005)
- Special Guest Speaker: Various national training programs
- Frequent Contributor: National Underwriter, various industry newsletters and journals
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