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2017 Retirement Industry Conference

Moving Forward in a New World

4/26/2017 - 4/28/2017
Rosen Shingle Creek Orlando, FL 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

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. Conference partners, the LIMRA LOMA Secure Retirement Institute and the Society of Actuaries deliver highly relevant and present-day focused content. 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 March 24, 2017):
LIMRA, LOMA, and SOA Members: $1,225
Non-member: $ 1,725

Standard Rates (After March 24, 2017):
LIMRA, LOMA, and SOA Members: $1,425
Non-member $ 1,925

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 by entering the promo code GROUP100Individuals using this registration option must register for the full conference registration. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five registrant per company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.

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

Rosen Shingle Creek
9939 Universal Boulevard
Orlando, FL 32819

The Rosen Shingle Creek is now sold out

Please contact A Room With A View for information on the designated Retirement Industry Conference overflow hotel. They will secure the lowest available rates near the Rosen Shingle Creek. 

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

A Room With A View can be reached at 1-800-780-4343. This is a FREE SERVICE for all Retirement Industry Conference attendees. 

Plan to utilize Uber or taxi service from the airport to your hotel. 


Agenda

Speakers

Andrew Friedman
Principal and Founder, The Washington Update

Andrew Friedman

Principal and Founder, The Washington Update

An expert on political affairs, Andrew Friedman is known for predicting the outcomes of Washington tax and fiscal deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape. He was a senior partner with the law firm of Covington & Burling in Washington, D.C., where he practiced for almost thirty years, serving as head of the tax and corporate groups. Friedman also served as tax counsel to several professional sports leagues. He appears on CNBC, which refers to him as “Wall Street’s Tax Expert,” and also has been quoted extensively in publications ranging from The Wall Street Journal to USA Today.
Matt Thornhill
Managing Partner, Sir's Institute for Tomorrow

Matt Thornhill

Managing Partner, Sir's Institute for Tomorrow

Matt Thornhill is considered to be the nation’s authority on generational dynamics. Some 14 years ago, he partnered with SIR Research to launch the Boomer Project, and recently morphed it into GenerationsMatter. His firm provides insights and consulting services to help organizations better understand generational dynamics in the workplace and marketplace. Thornhill has delivered generational insights to organizations like Walmart, Google, and the Social Security Administration. His opinions and insights are sought by media around the world, including NBC, CBS, CNBC, BusinessWeek, The Washington Post, and The New York Times.
Michael Finke, Ph.D., CFP®
Dean and Chief Academic Officer, The American College of Financial Services

Michael Finke, Ph.D., CFP®

Dean and Chief Academic Officer, The American College of Financial Services

Michael Finke served as the editor of the Journal of Personal Finance, is a contributing editor at the Research on Wealth Magazine, and serves as a columnist for The Experts on Wealth Management feature in the Wall Street Journal. He holds doctorates in both consumer economics and in finance. Finke was named to the 2013 and 2014 Investment Advisor IA25 list and the 2012 Investment News Power 20, and received the Montgomery Warschauer best paper award from the Journal of Financial Planning in 2013 and 2014.
Doug French, FSA
Managing Principal, Insurance and Actuarial Advisory Services, EY
  • Thursday, April 27, 2017

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

Doug French, FSA

Managing Principal, Insurance and Actuarial Advisory Services, EY

Doug French has spent over 32 years in actuarial consulting, working on engagements across the world. His clients include banks as well as insurance companies. Prior to entering advisory services, French was involved in various areas of life insurance company actuarial operations, with an emphasis on product development. He is a Corporate Advisory Council member of the International Association of Black Actuaries, a Mathematics Advisory Council participant at the University of Texas at Austin, and is the Immediate Past-Chair of The Actuarial Foundation.
Jamie Ohl
President, Retirement Plan Services, Lincoln Financial Group

Jamie Ohl

President, Retirement Plan Services, Lincoln Financial Group

Jamie Ohl is responsible for the overall strategy, growth and profitability of Lincoln’s Retirement Plan Services business. She has more than 25 years of financial services experience spanning a variety of areas in the retirement industry. In 2015, Ohl joined Lincoln Financial from Edward Jones where she served as principal responsible for leading the broker-dealer’s strategic direction and product management for its retirement business. She has been recognized for her significant impact on the industry and was included in the Profiles in Diversity Journal’s “Women Worth Watching” list in 2016.
Hutch Schafer, FLMI
Vice President, Business Development, Retirement Plans, Nationwide Financial
  • Thursday, April 27, 2017

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

Hutch Schafer, FLMI

Vice President, Business Development, Retirement Plans, Nationwide Financial

Hutch Shafer leads Nationwide’s Business Development group, which is responsible for delivering competitive retirement plan solutions, guiding large scale programs, and developing business strategies for the retirement market. He is also the President of Nationwide Investment Advisors, LLC, which offers various investment advisory programs, including a discretionary managed account service, to defined contribution retirement plans. Shafer’s past experience includes the development of various individual fixed and variable annuity products.
James W. Kerley, LLIF
Chief Membership Officer, LIMRA and LOMA
  • Thursday, April 27, 2017

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

James W. Kerley, LLIF

Chief Membership Officer, LIMRA and LOMA

Jim Kerley is a member of the executive team that leads LIMRA and LOMA. In his current leadership role, his primary objective is to deliver products and services to member companies that are strategic, contemporary, and relevant. He is also responsible for member relationship management for the 450 U.S. and Canadian members. Jim joined LIMRA in 2007 as President of LIMRA Services, Inc., to oversee the development and delivery of a wide range of products for their global membership. With the completion of the merger of LIMRA and LOMA in 2010, Jim now serves in that role for both organizations. Jim is also a LIMRA Leadership Institute Fellow.

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 $4,600 - includes: (after February 24th, Exhibitor fee is $5,000)

  • 10’ x 8’ exhibit space – including electrical outlet
  • Two full-conference registrations
  • A limit of one Additional attendee per Booth will receive the member
  • 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 25, 2016 to be included)
  • Listing on the conference organizers websites and mobile app
  • Listing in the On-site Program; contract and payment MUST be received by March 13, 2017

EXHIBIT REGISTRATION FEE:

  • After February 24, 2017 – Exhibit Space $5,000

Organizations exhibiting at the Retirement Industry Conference may also exhibit at The Life Insurance Conference being held just prior (April 24-26) at the same hotel and receive  a discount of $500 off each event.  If you are Exhibiting at both, please use this PROMO CODE (BOTH17) when registering for both events.

Register now as an exhibitor!

Sponsors

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com