DOL’s Fiduciary Proposal & Its Impact on Annuity Recommendations

Join Faegre Drinker to discuss DOL’s proposed fiduciary regulation and its amendments to Prohibited Transaction Exemptions 84-24 and 2020-02 and their anticipated impact on annuity sales. These proposed rules, to be finalized this year, will impose significant requirements on recommendations of annuities to “retirement investors” — ERISA and tax-qualified private-sector retirement plans, participants and IRA owners — including recommendations for rollovers and transfers.

Time

12:00 - 1:00 p.m. ET

Have a scheduling conflict? Register for the live event, and we’ll send you the on-demand recording shortly after the broadcast date. Content available to view on demand through Wednesday, June 19, 2024. Please note, continuing education credit is not available for on-demand viewing.

Tell Me More

For detailed event information, including speakers, please visit the event website. 

Continuing Education Credit

Visit the event website for information on available continuing education credit. 

Questions

Contact Megan Seidman or call +1 202 230 5161.