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2021 Retirement Industry Conference

Building Bridges

5/12/2021 - 6/14/2021
On Demand

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

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. Our theme is Building Bridges — with content showcasing the importance of financial preparedness for retirement, especially given the pandemic and its economic effects.

This is our time to come together as an industry to guide the consumer and steer the conversation in the right direction. It is imperative that we act now to bridge that gap.

You'll be provided with space to chat and engage with your colleagues about today’s important topics. There has never been a better time to connect, explore opportunities, and lead the industry.

Conference partners, the Secure Retirement Institute and the Society of Actuaries, deliver highly relevant and present-day focused content to the retail and institutional retirement industries.

Registration

Registration is open for access to on-demand sessions, available until June 13. 

LIMRA, LOMA, SOA Member live and on-demand access: $595
Non-Member live and on-demand access: $895

Group Registration Discount:

Take advantage of our group rates to ensure your team’s knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting meetings@loma.org.

  • 5-9 — Registrants from the same company will receive a $75 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 or more registrations and receive a 20% discount off the total registration fee. Single payment is required along with the total number of registrants. We will provide a special company link/code for the your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Substitution Policy
Substitutions of registrations are permitted up to 3 days prior to the virtual event start date by submitting a written request to meetings@loma.org.  The individual submitting the submission request is responsible for all financial obligations (any balance due) associated with that substitution.

Cancellation Policy

All cancellations and refund requests must be received in writing. Email meetings@loma.org. Cancellations received by April 28, 2021 will be refunded, less a $100 processing fee. There are no refunds after April 28, 2021.

Agenda

Speakers

The Hon. Bradford P. Campbell
Partner, Faegre Drinker Biddle & Reath LLP

  • Thursday, May 13, 2021

    3:00 pm - 4:00 pm: SPECIAL FOCUS SESSIONS

The Hon. Bradford P. Campbell

Partner, Faegre Drinker Biddle & Reath LLP

Bradford Campbell, partner at Faegre Drinker Biddle & Reath LLP, advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions.  A nationally-recognized figure in employer-sponsored retirement plans, Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration.  As ERISA’s former “top cop” and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan-related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors.  He has testified before Congress on employee benefits issues 11 times, including testimony before four different Congressional Committees regarding the effects of the Department of Labor’s fiduciary.

Michael Hadley
Partner, Davis & Harman LLP

  • Thursday, May 13, 2021

    3:00 pm - 4:00 pm: SPECIAL FOCUS SESSIONS

Michael Hadley

Partner, Davis & Harman LLP

Michael Hadley practices in the area of employee benefits, advising clients on the full range of tax, ERISA, and other laws affecting benefit plans. He provides public policy assistance to trade associations and financial institutions and serves as outside government relations counsel to the SPARK Institute.  Hadley serves on Davis & Harman LLP’s management committee and from 2018-19 served as the firm’s Managing Partner.  He is a frequent speaker on the latest retirement savings policy developments coming out of Congress and the regulatory agencies.

Bryan Keene
Partner, Davis & Harman LLP

  • Thursday, May 13, 2021

    3:00 pm - 4:00 pm: SPECIAL FOCUS SESSIONS

Bryan Keene

Partner, Davis & Harman LLP

Bryan Keene specializes in the federal income taxation of life insurance and annuity contracts, including annuity contracts used in connection with individual retirement arrangements and qualified retirement plans. He serves on the Board of Governors for the Association of Life Insurance Counsel and is a former chair of the Insurance Companies Committee of the American Bar Association's Section of Taxation. He also is a frequent speaker at the Insurance Tax Conference, The Insurance Tax Seminar of the Federal Bar Association, and the Society of Actuaries’ Product Tax Seminar.

Vikram Mansharamani
Global Trend Watcher and Harvard Lecturer

  • Wednesday, May 12, 2021

    11:05 am - 12:00 pm: GENERAL SESSION

Vikram Mansharamani

Global Trend Watcher and Harvard Lecturer

Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He first gained widespread attention with his first book, Boombustology, which provides a framework for spotting bubbles BEFORE they burst. Since then, Vikram has been a frequent commentator on issues driving disruption in the global business environment. His ideas and writings have appeared in Bloomberg, Fortune, Forbes, The New York Times and a long list of other publications. LinkedIn named Vikram #1 Top Voice for Money, Finance and Economics for both 2015 and 2016 and Worth Magazine profiled him as one of the 100 most powerful people in global finance. He also regularly advises sovereign wealth funds, endowments, foundations, and family offices on how to manage their allocations in the face of overwhelming uncertainty.

Vikram is currently a lecturer at Harvard University, where he teaches students to use multiple perspectives in making tough decisions. Previously, he was a Lecturer at Yale University. In addition to teaching, he also advises several Fortune 500 CEOs to help them navigate the radical uncertainty in today’s business and regulatory environment. 

Preston Rutledge
Founder and Principal, Rutledge Policy Group

  • Thursday, May 13, 2021

    11:00 am - 12:00 pm: GENERAL SESSION

Preston Rutledge

Founder and Principal, Rutledge Policy Group

Preston Rutledge is the Founder and Principal of Rutledge Policy Group. In addition to his many notable bi-partisan legislative and regulatory achievements, Preston has an uncommon combination of expertise both in legal and tax matters. He is also a sought-after speaker in the areas of retirement, health plans, taxation, and environmental, social and governance (ESG) investing.    Prior to founding Rutledge Policy Group, Preston was the Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA).  As the nation’s top pension regulator, he oversaw an agency of over 800 employee benefits professionals in Washington, DC and thirteen regional offices throughout the United States.  

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