The purpose of the Committee is to discuss and assess evolving business models in the retirement plan services industry. The group may periodically invite experts to provide additional insight on selected topics. Areas of discussion include distribution and service models, acquisition models, business alliances, regulatory compliance, training needs, executive development and succession planning. The group also serves as an advisory body for the LIMRA Retirement Industry Conference. This Committee is recommended for senior leaders within their organization's retirement plans business unit. Membership is by Invitation only.
Target Membership: Senior Level Product, Strategy and/or Marketing Executives. Heads of P&L, Direct Reports to CEO.
Typical Topics Discussed: Regulatory environment, Macro Trends, i.e., state initiatives, MEPs, Gig Economy, RIC.
Please contact your Member Relations Director for more information.