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
This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.
This year’s conference will explore today’s new retirement reality and the dramatic changes taking place in our industry. Conference partners, the LIMRA LOMA Secure Retirement Institute and the Society of Actuaries deliver highly relevant and present-day focused content.
Attendees can expect to hear updates on the latest industry innovations, issues and emerging opportunities.
Topics include:
- DOL's Fiduciary Proposal -- Implications for Employer Plans and Retail Product Design
- Retail Retirement Business versus Institutional Retirement Business -- Distribution Trends
- IRA Rollover -- Projections and Current Trajectory
- Pending tax reform -- Understanding the Political Landscape
- Retirement Income -- Moving from Saving to Spending
- Robo advice – Investing to Financial Planning
- And much more…..
The Retirement Industry Conference is among the premier events in the industry. Come, participate, and network with your peers.
Registration
Registration Fees
Early Registration Rates (Register by April 6, 2016):
LIMRA, LOMA, and SOA Members: $1,195
Non-member: $1,695
Standard Rates (After April 6, 2016):
LIMRA, LOMA, and SOA Members: $1,395
Non-member $1,895
Group Discount
If five (5) or more individual employees from the same member company register for this conference, 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.
Cancellation 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.