For Employer Sponsored Plans, Retirement Income, Retirement Rollovers
As the trusted source for industry knowledge, LIMRA provides you with the research and business solutions to grow your share of the retirement market. We offer integrated support that can help you achieve your business objectives through consulting on strategic issues, product development, marketing programs and channels for distribution. We can also provide customized business intelligence regarding the changing consumer and regulatory environments. We offer training and development programs, compliance resources, and networking opportunities to connect you with the right people and information. You can rely on us to provide retirement market solutions you can trust, backed up by credible research and industry data.
Please email or call Bill Glueck, Managing Director at 860-285-7818 to learn more about how LIMRA can help achieve your objectives.
HOW MAY WE HELP YOU?
Wealth Management Systems Inc. (WMSI), the leading provider of rollover services in the retirement services industry, has launched two new applications that will transform the way you service rollovers today. Click here to learn more.
Rolling in Reverse: A Look at IRA-to-DC-Plan Roll-Ins
This article explores the possibility of IRA-to-DC-plan roll-ins (also known as “reverse rollovers”) becoming more commonplace, as financial professionals held to a fiduciary standard evaluate clients’ existing portfolios and seek ways to reduce costs. However, how will plan participants feel about it? Recent research by LIMRA Secure Retirement Institute and Boston Research Technologies (sponsored by Retirement Clearinghouse) suggests some answers in terms of roll-in availability, participant interest level, and likely implications.
Connect with your peers from across the industry to discuss market trends, regulatory developments, or best practices. You can join a retirement-specific group that meets at LIMRA for day-long gatherings and participate in discussions relevant to the issues you are facing. These in-depth discussions lead to insightful information sharing and lasting professional relationships. Participation is included as part of your member benefits.
Custom Research – Are you looking for additional information or insight to help answer your questions or shape your organization’s strategy? LIMRA’s Custom Research will provide you with the quantitative and/or qualitative data you need to make decisions across all product lines and distribution channels. Gain the knowledge to improve customer satisfaction, design a new product, test a product concept or product introduction, and more!
If you’re looking for proven solutions to your business challenges, LIMRA can help. Whether your goal is to improve sales productivity, ensure compliance with industry regulations, step-up the skills of service professionals, or taking your social media strategy to the next level, LIMRA has programs and services built to meet your needs. In this area you will also learn about LIMRA Strategic Partners – firms that offer unique solutions to businesses in the retirement market; these range from record-keeping, custom clearing, and market indices, to pre-licensing preparation and social media deployment capabilities.