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
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Jennifer Saltzman
May 71 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....
Jennifer Saltzman
Dec 6, 20231 min read
2024 Networking Event Schedule
The 2024 Event Schedule is out, and registration is open! We have released the 2024 Saltzman Associates networking event schedule, which...
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