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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
Saltzman Associates Welcomes Todd Giesing to the Team
Todd Giesing will be joining the team as Vice President of Business Development at the beginning of the new year.
Jennifer Saltzman
Dec 5, 20232 min read
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