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.
- More information about the FSRI program
- FSRI designees are eligible for a discounted conference registration fee. Please refer to your FSRI designee congratulatory email or contact education@loma.orgfor the promo code needed to receive this discount.
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.