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Webinar Replay: RILA Rulemaking: The Highs, The Lows, and The Unknown

September 16, 2024

Runtime: 45 minutes

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Beginning September 23, the SEC will allow Registered Index Linked Annuities (RILAs) to use amended Form N-4 to establish a consistent registration process for all annuity issuers transitioning from Form S-1 and S-3. 

 

Hear our RILA experts explore the highs, the lows, and questions to be resolved to ensure SEC compliance. This webinar replay includes a discussion of the regulatory, operational, and technology aspects of the rulemaking.  

 

Learn more about: 

 

  • Benefits of the new framework
  • Understanding the new disclosure requirements
  • Transitioning to the new framework
  • Solving XBRL tagging
  • The ins and outs of posting upside limits
  • EDGAR filing process issues
  • Downsides to the new framework

 

Everyone who views the webinar recording will walk away with a better understanding of the benefits and challenges as well as the compliance dates impacting RILA issuers. 

 

Presenters

Guy Stanzione

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Compliance Services Director

Toppan Merrill

Harry Eisenstein

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Shareholder

Carlton Fields

Details

Date:
September 16
Time:
12:30 pm - 1:15 pm EDT
Event Category:
Event Tags:
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Organizer

Toppan Merrill

Other

Category
Financial Services

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