Skip to content

2019 Retirement Industry Conference

The Nest Egg: Priority #1

4/3/2019 - 4/5/2019
Baltimore Marriott Waterfront, Baltimore, MD

Overview

Who Attends

Professionals across the full spectrum of the retirement industry including product, marketing, distribution and strategy for both retail and institutional markets. The conference draws leaders across the industry focused on growing and serving the annuity, investment and workplace savings businesses.

Highlights

We live in a world of so many financial obligations: emergency planning, student loan debt, mortgages…the list goes on and on. Financial services professionals know how important it is to build a nest egg to reach personal retirement goals, but how can we emphasize this importance to our customers? And when the time for retirement comes, how can we best advise our customers to spend down wisely?

Attend this event to get answers to these questions and so much more. 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. Everyone from DC plan services managers to retail-focused annuity product actuaries will find value in this event. The LIMRA LOMA Secure Retirement Institute and the Society of Actuaries promise to deliver highly relevant and present-day focused content. Come, participate, and network with your peers.

Conferment

The LIMRA LOMA Secure Retirement Institute will also hold the conferment ceremony for new Fellow, Secure Retirement Institute (FSRI) designees at the Retirement Industry Conference.  Details will be sent to all ASRI and FSRI designees.

Registration

Registration Fees

Early Registration Rates (Register by March 6, 2019)
LIMRA, LOMA, and SOA Members: $1,285
Non-members: $1,925

Standard Rates (Register after March 6, 2019)
LIMRA, LOMA, and SOA Members: $1,485
Non-members: $2,125

FSRI Designee Registration

All FSRI designees are eligible for a $260 discount off of the member 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

Baltimore Marriott Waterfront

700 Aliceanna Street
Baltimore, MD, United States, 21202

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.

Baltimore Marriott Waterfront
700 Aliceanna Street
Baltimore, MD 21202

The conference room block has expired. If you still wish to stay in the conference hotel, contact the Baltimore Marriott Hotel at 410-385-3000 or toll free 1-800-228-9290 to check on room availability and the prevailing rates.

Alternatively, a Room with A View can secure the lowest available rates at the best available hotels within walking distance to The Baltimore Marriott Waterfront for you.

For a list of designated hotel options, please contact A Room With A View at reservations@aroomwithaview.net or 1-800-780-4343 

PHONE : Monday to Friday 9 a.m. – 5 p.m. Central Time 

E-MAIL : 24 hours a day / 7 days a week 

This is a FREE SERVICE for all our attendees

Agenda

Speakers

David Levenson
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
  • Thursday, April 4, 2019

    8:15 am - 9:00 am: GENERAL SESSION

David Levenson

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing more than 1300 financial services companies across 64 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Steve Vernon
Research Scholar, Stanford Center on Longevity
President, Rest-of-Life Communications
  • Friday, April 5, 2019

    10:45 am - 11:45 am: SPECIAL FOCUS SESSIONS

Steve Vernon

Research Scholar, Stanford Center on Longevity
President, Rest-of-Life Communications

In both his roles, Steve Vernon speaks, writes, and conducts research on the most challenging aspects of retirement, including finances, health and lifestyle. For more than 30 years, he consulted at Watson Wyatt and Mercer, helping Fortune 1000 employers design, manage and communicate their retirement programs. Vernon currently writes a regular blog column for CBS MoneyWatch, titled Money for Life. His latest book, released in July 2018, is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life.
Jourdan Jones

Senior Director, Market and Competitive Strategy

, TIAA
  • Friday, April 5, 2019

    10:45 am - 11:45 am: SPECIAL FOCUS SESSIONS

Jourdan Jones

Senior Director, Market and Competitive Strategy

, TIAA

Jourdan Jones contributes to a variety of strategic initiatives, including key areas of marketing strategic development, leveraging analytics to drive development and evolution of key marketing strategies. He is also responsible for keeping a close pulse on new market innovations, competitive developments, and building an ongoing, specific perspective to leverage innovation and opportunities to TIAA's advantage. Jones has over 10 years of financial industry experience, and has been with TIAA since 2011. Prior to joining TIAA, he worked in a sales and service capacity for Fidelity Investments, Prudential Financial, and Wells Fargo Bank.

Jason Young
Co-Founder and CEO, MindBlown Labs
  • Friday, April 5, 2019

    10:45 am - 11:45 am: SPECIAL FOCUS SESSIONS

Jason Young

Co-Founder and CEO, MindBlown Labs

Jason Young leads MindBlown Labs, a financial wellness innovation lab specializing in creating solutions that engage, educate, and motive Millennials and members of Gen Z to save and invest for the future. In 2017, Young became the youngest member of the board of the National Endowment for Financial Education. He was appointed by President Obama to a special advisory council on financial capability for young Americans. Young is also Co-Founder and Board Chair of The Hidden Genius Project, a non-profit that trains and mentors black male youth in technology creation, entrepreneurship, and leadership.

Gold Sponsor

Silver Sponsor

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com