March 19, 2024

DOL’s Fiduciary Proposal & Its Impact on Annuity Recommendations

Overview

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.