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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, 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

Email : 24 hours a day / 7 days a week

This is a FREE SERVICE for all our attendees

Agenda

Sponsors / Exhibitors

Register Now as an Exhibitor

Connect with Key Prospects

This conference is your opportunity to meet and network with professionals from all areas of the retirement industry all in one place, including those involved in theproduct development, marketing, and distribution of individual annuity and retirement income products, and defined contribution and defined benefit retirement plans.

Sponsorship Opportunities

We can help you reach out to your target market in many ways, such as:

  • Sponsorship of an evening reception, luncheon, or refreshment breaks
  • Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
  • Acknowledgement from the podium
  • One-time usage of the attendee mailing for a one time, pre-conference outreach
  • Specialty conference merchandise that will deliver your company name to all attendees

To create your premier sponsorship package contact:

Kimberly Hull
Sponsorship & Exhibitor Program Manager
860-285-7752;khull@limra.com

SINGLE EXHIBIT BOOTH:
Register by March 6, 2019
Single: $4,900

Register afterMarch 6, 2019
Single: $5,200

Includes:

  • 10’ x 10’ exhibit space – including electrical outlet
  • Two full-conference registrations
  • Limit of one additional attendee per booth will receive the member rate of $1,285 each, by March 6, 2019 or $1,485 after that date
  • One-time use of the registrant/attendee list (including the email addresses of attendees who opt to share them)
  • Listing in the Conference Brochure (payment must be received by November 30, 2018 to be included)
  • Listing on the conference organizers websites and conference mobile app
  • Listing in the On-site Program; payment MUST be received by March 6, 2019

DOUBLE EXHIBIT BOOTH:
Register by March 6, 2019
Double: $9,800

Register after March 6, 2019
Double: $10,400

Includes:

  • 20' x 10' exhibit space- including electrical outlet
  • Four full-conference registrations
  • Two additional attendees at member rate of $1285 each, by March 6, 2019 or $1485 after that date
  • One-time use of the registrant/attendees list (including the email addresses of attendees who opt to share them)
  • Listing in the Conference Brochure (payment must be received by November 30, 2018 to be included)
  • Listing on the conference organizers' websites
  • Listing in the On-site Program; payment MUST be received byMarch 6, 2019

Organizations exhibiting at the Retirement Industry Conference may also exhibit at the Life Insurance Conference being held just prior (April 1-3) at the same hotel and receivea discount of $500 off each event. If you are Exhibiting at both, please use this PROMO CODE(BOTH19)when registering for both events.

Gold Sponsor

Silver Sponsor

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com