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2022 Retirement Industry Conference

Retirement in a New Normal

5/11/2022 - 5/13/2022
Boston Park Plaza Hotel, Boston, MA

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

There is no denying that we are still shaping and defining our “new normal.” Achieving full certainty about what that looks like is not possible, but leading an industry in these unprecedented times is critically important. This includes assessing the economy, consumer demands, and new technology to best understand the forces at work today that will shape the future – and the 2022 Retirement Industry Conference is here to dive into these topics.

Our theme, Retirement in a New Normal, will steer us forward as we define what the post-pandemic world means for us in our big return to in-person meeting. We'll discuss industry innovations, regulatory and compliance updates, what's going on in Washington, PEP and annuity markets, and more through the lens of the new normal.

This industry serves an important purpose in helping clients feel certain that they’re properly planning for their retirement. Our expertise in the field is more important now than ever for the industry as a whole. Come, participate, and network with your peers on how we can best embody leadership in today’s market.

Hosted by the LIMRA LOMA Secure Retirement Institute and the Society of Actuaries, the Retirement Industry Conference will provide plenty of opportunities to learn about what’s coming, formulate plans to overcome challenges, and share successes with your peers face-to-face in Boston. You’ll leave refreshed with actionable takeaways to face this new normal with confidence.

Speakers

Bryan Hodgens
Corporate Vice President and Director, Distribution and Retirement Income Research, LIMRA and LOMA
  • Thursday, May 12, 2022

    8:45 am - 9:45 am: General Session

Bryan Hodgens

Corporate Vice President and Director, Distribution and Retirement Income Research, LIMRA and LOMA

Bryan Hodgens leads the research teams for distribution and retirement research. In this capacity, he develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA and LOMA members.

Hodgens joined LIMRA and LOMA in 2022 with more than 20 years of executive experience at companies such as AIG, Wells Fargo Advisors and Asset Growth Partners. Most recently, he was senior vice president and head of LPL Financials’ Retirement Plans and Financial Planning Group.

He earned his Bachelor of Arts degree in economics from Emory University in Atlanta Georgia.

David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA and LOMA

David Levenson, DBA, FSA, CFA

President and Chief Executive Officer, LIMRA and LOMA

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.

Moshe Arye Milevsky, Ph.D.
  • Thursday, May 12, 2022

    3:45 pm - 4:45 pm: Longevity Risk Management Post Pandemic: Purpose, Products, and Strategies

Moshe Arye Milevsky, Ph.D.

Moshe Arye Milevsky, Ph.D. is a tenured professor of finance at the Schulich School of Business, a member of the Graduate Faculty in Mathematics and Statistics at York University in Toronto, as well as a Fellow of the Fields Institute for Research in Mathematical Sciences. He’s a fintech entrepreneur with many U.S. patents and computational innovations in the retirement income space. In 2014 he sold his start-up company QWeMA Group to CANNEX Financial. Following that he was named by Investment Advisor as one of the 35 most influential people in the U.S. financial advisory business. Moshe has published 16 books and over sixty peer-reviewed scholarly articles, in addition to hundreds of newspaper and magazine articles. His forthcoming book entitled: How to Build a Modern Tontine (And Why You Might Want To) will be published by Springer Nature in Summer 2022.

Alison Salka, Ph.D.
Senior Vice President and Director of Research, LIMRA and LOMA
  • Thursday, May 12, 2022

    8:45 am - 9:45 am: General Session

Alison Salka, Ph.D.

Senior Vice President and Director of Research, LIMRA and LOMA

Alison Salka joined LIMRA and LOMA in 2012 and is responsible for determining and implementing the strategy and direction of its global research program. She oversees a team of more than 80 researchers and other staff professionals in the research division who conduct consumer research, benchmark studies, and white papers focused on helping member companies better understand industry issues and trends. She is also the director of the Secure Retirement Institute. Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree and holds a doctorate.

Justin Singer
Principal, Retirement Leader, Ernst & Young LLP
  • Thursday, May 12, 2022

    8:45 am - 9:45 am: General Session

Justin Singer

Principal, Retirement Leader, Ernst & Young LLP

Justin Singer is a Principal in EY’s Wealth & Asset Management Consulting practice. He has over sixteen years of experience providing strategy and management consulting services to many of the top wealth management, asset management, insurance, and retirement firms in the US. Justin’s passion for wealth management and retirement stems from his father, who was a Financial Advisor, which is to drive innovation and change in the financial services industry to (1) address our country’s retirement savings gap and (2) better help families achieve their financial goals. His efforts have helped financial institutions drive customer-focused growth strategies as well as improvements to their offerings and operating margins through strategic and tactical projects. As EY’s Americas Retirement Leader, Justin recently brought together over 65 leading firms and over 100 executives across the US retirement ecosystem to innovate on the future of retirement, leveraging global use cases, new advanced technologies, and an industry shift to partnerships to drive improved customer outcomes.   

Agenda

Registration

Early Registration Fee:
LIMRA, LOMA, and SOA Members: $1,350
Non-members: $2,025

Standard Registration Fee (after May 2):
LIMRA, LOMA, and SOA Members: $1,550
Non-members: $2,325

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 $150 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for 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.

 

COVID-19 Health and Safety Protocols - RIC

Please check this page regularly for health and safety updates.
Updated: [3/3/2022]

The health and safety of our conference attendees remains our top priority as we return to meeting in person. We are making preparations to hold our events in accordance with currently applicable national government and local authority guidance to ensure the highest standards of safety, hygiene, cleanliness, and operational effectiveness for all participants.

This is a shared responsibility, and we ask that you partner with us by following these guidelines and procedures before, during, and after the conference to ensure your safety and the health of our staff, partners, and fellow attendees. By agreeing to attend, you understand and commit to abide by and respect these measures. We are excited to meet in person again, and we thank you for your cooperation. Detailed protocols specific to each conference will be sent to registrants in the final weeks before the meeting.

Our onsite protocols will abide by the CDC and local laws, rules, regulations, or guidance. https://www.cdc.gov/coronavirus/2019-nCoV/index.html

Be sure to check your company’s travel restrictions as well as both your departure and destination state restrictions when planning to attend any event.

Please agree to the following:

Prior to Event

  • PROOF OF FULL VACCINATION AGAINST COVID-19 (AS DEFINED BY THE CDC) OR A NEGATIVE COVID-19 TEST WITHIN 48 HOURS OF ARRIVAL.
  • All registrants will be required to upload their vaccination information or negative COVID test results onto the CLEAR app link which you will receive when you complete your registration.
  • View the Boston Park Plaza's health and safety guidelines here.
  • If you are aware that you have been exposed to COVID-19 in the past two weeks or if you are experiencing any symptoms, we ask that you DO NOT attend an in-person event.
  • Follow cleaning and safety tips during your trip to maintain a safe travel environment (e.g., disinfecting surfaces, wearing a face covering, etc.).

On-Site at the Event

  • Mask exception if eating or drinking in the restaurant.
  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with pathway signage.
  • Self-monitor and report any symptoms to meeting organizers immediately.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

The Latest CDC Guidance

CDC has recently updated its travel recommendations for fully vaccinated and unvaccinated travelers.

For the latest guidance, visit the CDC website for guidance on travel within the United States.

How to Prepare for Air Travel

Your airline is the best source for personal safety protocols at the gate and on the airplane. Be sure to visit your airline website the week you are traveling and sign up for notifications related to your trip.

Hotel / Venue

Boston Park Plaza Hotel

50 Park Plaza at Arlington Street
Boston, MA, USA, 02116

617-379-7129

Hotel Reservations

Make your reservations by May 2 to receive the group rate of $299 single/double (plus applicable sales taxes). Requests after May 2 will be accepted based on space availability. Please note that hotel rates will go up after May 2, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

Extend your stay: The group guest room rate will be offered three (3) days prior and three (3) days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.

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.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Elite Sponsor

Sponsor

Exhibitors

Contact us to learn more:

Emma Wandzy

Event Coordinator

LIMRA

(860) 298-3999

ewandzy@limra.com