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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

Overview

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.

Highlights

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.

 

Registration

 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 meetings@loma.org.

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 arwav@charter.net

This is a FREE SERVICE for Retirement Industry Conference attendees

Agenda

Speakers

Jim Carroll
Futurist, Trends and Innovation Expert

  • Thursday, April 16, 2015

    4:00 pm - 5:00 pm: 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 F. Coughlin, Ph.D.
Director, AgeLab, Massachusetts Institute of Technology

  • Thursday, April 16, 2015

    9:00 am - 10:00 am: GENERAL SESSION

Joseph F. Coughlin, Ph.D.

Director, AgeLab, Massachusetts Institute of Technology

Joseph Couglin's research provides insights on how demographic change, technology, social trends and consumer behavior will converge to drive future innovations in business and government. Based in MIT's Engineering Systems Division, he teaches policy and systems innovation and is author of the on-line publication Disruptive Demographics. Coughlin is one of Fast Company Magazine's "100 Most Creative People in Business" and was named by the Wall Street Journal as one of "12 pioneers inventing the future of retirement and how we will all live, work and play tomorrow." 
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 am - 9:00 am: 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.

Sponsors / Exhibitors

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:

  • Multiple conference registrations, which include full access to attendees at breaks and meals
  • Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
  • Acknowledgement from the podium
  • Your company's marketing piece in attendee packets
  • Specialty conference merchandise that will deliver your company name to all attendees

To create your Sponsorship package, contact: Marvin Jones at 770.984.6459 / jonesm@loma.org or Barbara Kimball at 860-298-3950 / bkimball@limra.com

 EXHIBIT PACKAGE includes:

  • 10’ x 10’ exhibit space – including electrical outlet
  • Two full-conference registrations
  • Limit of one additional attendee, at the member registration rate, per Single Exhibit space
  • One-time use mailing list (Your choice: three weeks prior to or three weeks following the event)
  • Listing in the Conference Brochure (payment must be received by November 30, 2014 to be included)
  • Listing on the conference organizers websites
  • Listing in the On-site Program; contract and payment MUST be received by March 13, 2015

EXHIBIT REGISTRATION FEE:

  • June 1, 2014 - February 2, 2015 - Single Booth $4,300; Double Booth $8,600
  • After February 2, 2015 - Single Booth $4,800; Double Booth $9,600

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.

REGISTER NOW AS AN EXHIBITOR!

Sponsor

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com