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2016 Retirement Industry Conference

Advancing Retirement Readiness

5/4/2016 - 5/6/2016
The Westin Copley Place, Boston, MA

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.

Hotel/Venue

The Westin Copley Place
10 Huntington Avenue
Boston, MA 02116

The Westin Copley Place is now sold out.

Please call A Room With A View for information on the official designated Retirement Industry Conference overflow hotel. They will secure the lowest available rates at the best available hotels within a short distance & easy access to The Westin Hotel.

Should cancellations occur at The Westin Copley Place Hotel, A Room With A View will contact attendees to transfer them back to The Westin Copley Place Hotel in the order in which they were booked.

A Room With A View can be contacted at 1-800-780-4343
Monday to Friday: 8am – 5pm CST
International attendees can reach them at reservations@aroomwithaview.net

This is a Free Service for all Retirement Industry Conference attendees.


Agenda

Speakers

Betsy Hubbard
Founder and President, Mindset Digital

  • Thursday, May 5, 2016

    4:00 pm - 5:00 pm: General Session

Betsy Hubbard

Founder and President, Mindset Digital

Betsy Hubbard helps leaders in Fortune 100 firms and healthcare organizations get up to speed in a digital age. She and her colleague, Debra Jasper, have provided training and consulting to more than 25,000 people and delivered keynote talks around the world. Before starting Mindset Digital, Betsy worked in higher education, transforming the Kiplinger Program in Public Affairs Journalism into the first social media fellowship for journalists and teaching graduate courses on digital media. She has also worked in philanthropy as a grant maker, overseeing projects at The Pew Charitable Trusts, and as a consultant, conducted research on leadership and organizational performance for a range of clients, including the Brookings Institution. Betsy has degrees in political science and public policy, with a year spent abroad at the London School of Economics. 
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital

  • Thursday, May 5, 2016

    4:00 pm - 5:00 pm: General Session

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Australia to Dubai.

Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually. Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

James F. Jorden, Esq.
Shareholder, Carlton Fields Jorden Burt

James F. Jorden, Esq.

Shareholder, Carlton Fields Jorden Burt

James Jorden represents many of the country’s largest financial institutions in securities, corporate, and pension litigation. He is experienced in national class action litigation, having served as lead or associate counsel in over 100 securities, insurance, ERISA, RICO, and other class actions. He has also been lead trial counsel in more than 50 individual cases. Jorden has argued before the U.S. Supreme Court, eight of the U.S. circuit courts, and numerous state courts of appeal. He chairs the Carlton Fields Jorden Burt life insurance industry group, is also a fellow in the Litigation Counsel of America, a peer-selected honorary society of American trial lawyers.
David Laibson
Robert I. Goldman Professor of Economics and
Chairman of the Department of Economics , Harvard University

  • Friday, May 6, 2016

    8:00 am - 9:00 am: General Session (1.0 EA Non-Core Credit Hour)

David Laibson

Robert I. Goldman Professor of Economics and
Chairman of the Department of Economics , Harvard University

David Laibson leads Harvard University’s Foundations of Human Behavior Initiative. His research focuses on the topic of behavioral economics, with emphasis on household finance, macroeconomics, aging, and intertemporal choice. Laibson is also a member of the National Bureau of Economic Research, where he co-directs the National Institute of Aging Roybal Center for Behavior Change in Health and Savings, and is a Research Associate in the Aging, Asset Pricing, and Economic Fluctuations Working Groups. He is a recipient of the TIAA-CREF Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security.
Nick Lane
Senior Executive Director, Head of U.S. Life and Retirement, AXA Equitable Life Insurance Company

Nick Lane

Senior Executive Director, Head of U.S. Life and Retirement, AXA Equitable Life Insurance Company

Nick Lane oversees all aspects of manufacturing and distribution for AXA Equitable’s Life and Annuity businesses, responsible for Financial Protection (Life), Wealth Management (AXA Advisors), Employer Sponsored, Employee Benefits and Individual Annuity. He also leads the AXA Equitable Funds Management Group, LLC, an approximately $82 billion sub-advised fund complex that supports AXA Equitable’s variable life and annuity insurance products. In addition to serving on the company’s Executive Committee, Lane is Chairman of the Board, President and CEO of AXA Distributors, LLC, the wholesale distribution arm of AXA Equitable. He is also a member of the Board of Directors of AXA Advisors LLC, AXA Equitable’s retail broker-dealer.
Scott Stoltz, CFP
Senior Vice President, Private Client Group
Investment Products and Wealth Management Division, Raymond James

  • Thursday, May 5, 2016

    9:00 am - 10:00 am: General Session

Scott Stoltz, CFP

Senior Vice President, Private Client Group
Investment Products and Wealth Management Division, Raymond James

Scott Stolz oversees the Insurance and Annuity Division, the Alternative Investment Group, Structured Products, Mutual Fund Research & Marketing, Options, Financial and Retirement Planning and Portfolio Solutions. He and his management teams are responsible for providing sales, marketing and administrative support to Raymond James’ 6000+ financial advisors for each of the product areas. Prior to joining Raymond James in 2005, Stolz spent 9 years as Jackson National Life’s Senior Vice President of Administration. He has been a frequent speaker over the years on many topics affecting the annuity industry and customer service.
William Taylor
Author and Entrepreneur

William Taylor

Author and Entrepreneur

Bill Taylor is an agenda-setting writer and entrepreneur who has shaped the global conversation about the best ways to compete, innovate and succeed. His most recent book, Practically Radical: Not-So-Crazy Ways to Transform Your Company, Shake Up Your Industry, and Challenge Yourself, is based on in-depth access to 25 organizations that are making deep-seated changes under the most trying circumstances imaginable. These organizations are mastering a set of strategies and practices that every leader can learn. Taylor first made his name as co-founder and founding editor of Fast Company. Today, he chronicles his research, insights and lessons in a popular blog for the Harvard Business Review.

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: Barbara Kimball at 860-298-3950 / bkimball@limra.com

 EXHIBIT PACKAGE $4,500  - includes:

  • Exhibit Space with one electrical outlet. (No piped and draped booths, 6-foot skirted table, maximum width of space 8 feet)
  • Two full-conference registrations
  • Limit of one additional attendee, at the member registration rate, per Single Exhibit space  (Additional attendees at member rate of $1,195 each, by March 4, 2016 or $1,395 after that date).
  • 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:

  • After February 4, 2016 – Exhibit Space $5,000

Organizations exhibiting at the Retirement Industry Conference may also exhibit at The Life Insurance Conference being held April 4-6 at The Bellagio, in Las Vegas and receive a discount of $500 off each event.

Register now as an exhibitor!

Digital Training Strategic Partner

Sponsors

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com