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2018 Retirement Industry Conference

Building Opportunities for the Future

4/11/2018 - 4/13/2018
Chicago Marriott Downtown Magnificent Mile, Chicago, IL

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. Come, participate, and network with your peers.

Conferment

The FSRI Inaugural Class will be officially conferred at the 2018 Retirement Industry Conference in Chicago, Illinois, April 11–13, 2018! Details will be sent to all ASRI and FSRI designees. We will also recognize and confer any ASRI/FSRI designees attending the LOMA Annual Conference as part of our conferment ceremony for all LOMA designations.

Registration

Registration Fees

Early Registration Rates (Register by March 12, 2018):
LIMRA, LOMA, and SOA Members: $1,250
Non-member: $ 1,875

Standard Rates (After March 12, 2018):
LIMRA, LOMA, and SOA Members: $1,450
Non-member $ 2,075

FSRI DESIGNEE REGISTRATION
All FSRI designees are eligible for a 20% discount on their registration fee. Please refer to your FSRI designee congratulatory email or contact education@loma.org for the PROMO Code needed to receive this discount. 

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, Conference Organizers will refund the total registration fee. However, Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org.

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 GROUP100. Individuals using this registration option must register at the full conference registration fee. 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.

Hotel/Venue

Chicago Marriott Downtown Magnificent Mile

540 North Michigan Avenue
Chicago, IL, 60611

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Chicago Marriott Downtown Magnificent Mile
540 North Michigan Avenue
Chicago, IL 60611

Reservations link

Reservations: 1-312-836-0100

Make your reservations at the best available rate by calling the reservations phone number and mentioning the Retirement Industry Conference.

Chicago Marriott Hotel Photo

Agenda

Speakers

Shlomo Benartzi, Ph.D.
Professor and Co-Chair, Behavioral Decision-Making Group, UCLA Anderson School of Management

Shlomo Benartzi, Ph.D.

Professor and Co-Chair, Behavioral Decision-Making Group, UCLA Anderson School of Management

Shlomo Benartzi is a behavioral economist, interested in combining the insights of psychology and economics to solve big societal problems. Along with Nobel Laureate Richard Thaler of the University of Chicago, he pioneered the Save More Tomorrow™ program (SMarT), a behavioral prescription designed to help employees increase their savings rates gradually over time. The program has also been incorporated in the Pension Protection Act of 2006, and has helped approximately 15 million Americans boost their retirement savings. Professor Benartzi’s current focus is creating digital nudges that combine the scale of technology with tested behavioral insights to help people make smarter decisions in the online world. He currently serves as a senior academic advisor for the Voya Institute for Behavioral Finance Innovation.
  • Thursday, April 12, 2018

    8:00 am - 9:00 am: GENERAL SESSION
Maria Ferrante-Schepis
President, Maddock Douglas, Inc.

Maria Ferrante-Schepis

President, Maddock Douglas, Inc.

After more than 20 years as an executive in the insurance and financial services industry, Maria Ferrante-Schepis joined Maddock Douglas in 2010 to focus on the opportunities for innovation in those industries. Her mission is to enable like-minded executives to proactively shape their own change, versus having it shaped for them. Ferrante-Schepis has helped clients in all the major lines of insurance, retirement and investments address challenges relative to category disruption. She co-authored the book, Flirting with the Uninterested; Innovating in a ‘Sold Not Bought’ Category, and, in 2015, was named one of the 20 most creative people in insurance by The National Underwriter magazine.
  • Thursday, April 12, 2018

    3:45 pm - 4:45 pm: GENERAL SESSION
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.
  • Friday, April 13, 2018

    8:00 am - 9:00 am: GENERAL SESSION

Contact LIMRA to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com