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’s Benefits &...

Todd Giesing will be joining the team as Vice President of Business Development at the beginning of the new year.