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Exciting New Collaboration Announcement for Saltzman Associates
We are thrilled to share news that marks a significant milestone in our journey. Today, we announce a new partnership that enhances our offerings. This collaboration is not just a strategic move; it represents a shared vision and commitment to innovation and quality that ultimately benefits our clients.
Saltzman Associates
Nov 5, 20253 min read
Considerations for the New DOL Retirement Security Rule and Amended PTEs
This session will be moderated by Steve Saltzman and is geared towards institutional distributors of investments and annuities and a discuss
Saltzman Associates
Jun 6, 20241 min read
IMPORTANT REGULATORY UPDATE: DOL Proposal Virtual Roundtable Notice
Steve Saltzman will moderate the upcoming Virtual Roundtable on the DOL's Proposed Changes and Considerations for Client-Facing Firms. This session will be geared towards institutional distributors of investments and annuities and a discussion of best practices related to the DOL’s new Retirement Security Rule and amended PTEs. In addition to insights from our meeting attendees, this meeting will feature insights and input from Fred Reish, Esq ., a partner in Faegre Drinker’
Jennifer Saltzman
May 7, 20241 min read
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