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.
- More information about the FSRI program
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.
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.