Committees & Study Groups

Annuity Committee Study Group

Target membership: Heads of annuity product line or equivalent

Oversee LIMRA’s annuity research program; help plan and execute the annual Annuity Conference, jointly sponsored with LOMA and the Society of Actuaries; represent the industry on issues of importance, and serve as a forum for discussion of issues/topics affecting committee members and their companies.

Canadian Annuity

Target membership: Representatives from insurers in the annuity market
 
The group meets to discuss annuity issues affecting committee members and their companies. The group also helps plan LIMRA's Canadian annuity research program.

In Plan Guarantee Study Group

Target membership: Institutional and/or retirement plan product development and marketing personnel involved with in plan guarantee or retirement income strategies for their company. 
 
Provides a forum for a roundtable, open discussion among participants. Unlike the Retirement Income Roundtable which focuses on the individual (retail) aspect, this group focuses on institutional retirement income strategies (in plan).

Mort Stable Value Study Group

Target membership: Officers of member companies in the retirement plans business — primarily interested in stable value products.
 
Provide a forum for companies to exchange ideas with peers.

Not–For–Profit Study Group

Target membership: Representatives responsible for the company's product and/or marketing strategies within various not–for–profit employer markets. Not–for–profit markets include schools, colleges & universities, hospitals & health care organizations, charities, government agencies, and various non–profit or not–for–profit companies. Generally includes 403(b) or 457 plans, but may include 401(k) or 401(a) plans.
 
Provides a forum for companies to discuss the challenges and opportunities with the not–for–profit retirement market.

Retirement Income Roundtable

Target membership: Individuals responsible for developing retirement market strategy and retirement income products.
 
To allow financial services organizations the opportunity to discuss retirement income issues and to exchange ideas. The group also helps guide LIMRA’s retirement income research program.

Retirement Plans Committee

Target membership: Senior members of retirement services departments
 
The group meets once a year in September to drive LIMRA's research agenda for the following year.  It also helps to determine topics and assists with sessions at the annual Retirement Industry Conference.  It offers an opportunity for networking at the senior executive level.

Retirement RFP & Sales Support

Target membership: Individuals with overall responsibility for the RFP and new business team and those with ultimate responsibility for sales support from headquarters at retirement plan providers.

The RFP and Sales Support Roundtable is designed to meet once or twice a year to exchange practices in the area of RFP and new business support, with the ultimate objective of enhancing the sales effectiveness of companies across the industry.

Strategic Retirement Research Network

Target membership: Retirement plan researchers, product development specialists, marketing and competitive intelligence personnel
 
Provides a forum for a roundtable open discussion on topics of interest to the study group participants.