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2015 Retirement Industry Conference

New Retirement Realities – Strategies for Success

4/15/2015 - 4/17/2015
Crystal Gateway Marriott, Arlington, Virginia USA


Who Attends

Professionals from all areas of the retirement industry, including those involved in the product development, marketing, and distribution of individual annuity and retirement income products, and defined contribution and defined benefit retirement plans.


The retirement industry is at the threshold of a major evolution. Participant demographics, political scrutiny, product innovation, and employer demands are escalating change and redefinition. This is a unique time of innovation in our industry and we look forward to providing you with the very latest information on trends, technologies, insights and solutions.

This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the industry. Each year, attendees get the very best in retirement industry insights, solutions, and strategies. The 2015 conference will address these topics and much more.

Conference partners, The LIMRA LOMA Secure Retirement Institute and the Society of Actuaries (SOA) are dedicated to providing you with a first-rate conference experience which will cover the very latest in industry insights and strategies that will help drive solutions to meet the retirement challenge.



Jim Carroll
Futurist, Trends and Innovation Expert
  • Thursday, April 16, 2015

    4:00 p.m. - 5:00 p.m.: GENERAL SESSION

Jim Carroll

Futurist, Trends and Innovation Expert

Jim Carroll is one of the world's leading international futurists, trends and innovation experts, providing strategic guidance and insight to some of most prestigious organizations in the world for over twenty years. He is recognized worldwide as a "thought leader" and authority on: global trends, rapid business model change, business transformation in a period of economic uncertainty and the necessity for fast paced innovation. Carroll has a track record of inspiring organizations to reframe the opportunity for innovation in the context of significant, transformative change. 
Joseph Coughlin
Founder and Director, MIT AgeLab
  • Thursday, April 16, 2015

    9:00 a.m. - 10:00 a.m.: GENERAL SESSION

Joseph Coughlin

Founder and Director, MIT AgeLab

Joseph F. Coughlin is founder and director of the Massachusetts Institute of Technology AgeLab, the first multidisciplinary research program created to understand the behavior of the 45+ population, the role of technology and the opportunity for innovations to improve the quality of life of older adults and their families. His research focuses on how the convergence of baby boomer expectations and technology will shape the future of public policy and drive innovation across global industries. He has published his work in a variety of policy journals.

Coughlin is one of Fast Company magazine’s “100 Most Creative People in Business. (June 2009). The Wall Street Journal (February 2008) named him one of America’s 12 pioneers inventing the future of retirement and aging. A fellow of Switzerland’s World Demographic Association, Coughlin is currently contributing to a number of national and international initiatives examining the impact of demographic change on business strategy and public policy.

A frequent guest on news programs, Coughlin’s work has been featured in both print and on television — ABC, BBC, CBS, CNN, NBC, News Asia, The Economist, Financial Times, The Times, New York Times, Wall Street Journal and other media outlets throughout the world.

Tom Crawford
Senior Managing Director, Strategic Communications, FTI Consulting

Tom Crawford

Senior Managing Director, Strategic Communications, FTI Consulting

As a senior member of the Public Affairs practice, Tom Crawford advises boards of directors, executive teams, and senior decision-makers on public-policy issues that pose opportunities and challenges to their organizations' enterprise values. He has worked on every budget reconciliation and tax-measure package considered by Congress in the past two decades.

Prior to FTI Consulting, Crawford was a founding partner of government-affairs and lobbying firm, C2 Group. There he oversaw the firm’s growth and development into a “Top 20” independent lobbying firm in Washington, D.C. As a respected public-policy expert, Crawford is also a member of The Tax Council, and chairman of the board of directors at Harvard University’s Center on Media and Child Health.
Quincy Krosby, Ph.D.
Chief Market Strategist, Prudential Financial, Inc.
  • Thursday, April 16, 2015

    8:00 a.m. - 9:00 a.m.: GENERAL SESSION

Quincy Krosby, Ph.D.

Chief Market Strategist, Prudential Financial, Inc.

In her capacity as Chief Market Strategist, Quincy Krosby provides a perspective on the global macro-economic environment and financial markets. Previously, Quincy was the chief investment strategist at The Hartford, and global investment strategist at Deutsche Bank asset management. She also held global markets positions at Credit Suisse and Barings. Before coming to Wall Street, Quincy Krosby was a U.S. diplomat, serving in Washington and United States embassies abroad, including a posting as energy attaché at the U.S. Embassy in London. In addition to numerous assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce, and represented the United States to the International Monetary Fund, positions which require confirmation by the U.S. Senate. She is frequently quoted in the financial press and appears often on business television.



 Registration Fees

Early Bird Rates (before March 17):
LIMRA, LOMA, and SOA members: $1,145
Nonmembers: $1, 645

Standard Rates:
LIMRA, LOMA, and SOA members: $1,295
Nonmembers: $1,795

Group Discount
If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100. This discount applies only to people registering at the full conference rate. See the online registration form for complete details.

Bonus Opportunity
The Life Insurance Conference will be held at the Crystal Gateway Marriott on April 13 – 15, 2015. Save $250 off your Life Insurance Conference registration fee when you attend both events.

Refund Policy 

All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to

Hotel / Venue

Crystal Gateway Marriott
1700 Jefferson Davis Highway
Arlington, VA

The Crystal Gate Marriott Hotel is now sold out.

Please contact A Room With A View for information on the designated overflow hotel They will secure the lowest available rates within walking distance of The Marriott Hotel.

In the event that rooms become available at The Marriott Hotel due to cancellations, A Room With A View will notify conference attendees and help transfer reservations back to The Marriott Hotel in the order in which they were booked.

A Room With A View can be reached at 1-800-780-4343 International Attendees can reach them at

This is a FREE SERVICE for Retirement Industry Conference attendees

Become a Sponsor or Exhibitor

Connect with Key Prospects

This conference is your opportunity to meet and network with professionals from all areas of the retirement industry, including those involved in the product development, marketing, and distribution of individual annuity and retirement income products, and defined contribution and defined benefit retirement plans.

Sponsorship Opportunities - Raise your level of branding with this audience by securing a Sponsorship. Options include:

To create your Sponsorship package, contact: Marvin Jones at 770.984.6459 / or Barbara Kimball at 860-298-3950 /



Organizations exhibiting at the Retirement Industry Conference may also exhibit at

The Life Insurance Conference at this same site, April 13-15, 2015 and receive a discount

of $500 off each event.


Sponsors and Exhibitors


Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator


(860) 285-7798

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