MEPs: What Are Plan Sponsor Perceptions and Intentions?

Overview

Webinar Presentation

Who Should Watch

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Easing access to multiple employer plans is the subject of much recent legislative and regulatory attention. This webinar explores what defined contribution (DC) plan sponsors think of MEPs, including their potential willingness to participate in one. These insights will prove valuable to providers who are considering offering MEPs, and those who may need to “protect” existing DC plans in the event that MEPs become a viable option for their clients. Attend this webinar to learn about:

Plan sponsor awareness and understanding of MEPs
Their interest in MEPs
Connecting MEPs with plan objectives
The appeal of MEPs
Product cautions

Presenters

Gary Lineberry

Managing Director, Retirement Education Solutions, LOMA. Director, LIMRA LOMA Secure Retirement Institute

Gary Lineberry

Managing Director, Retirement Education Solutions, LOMA. Director, LIMRA LOMA Secure Retirement Institute

Gary Lineberry is responsible for helping to develop the Fellow, Secure Retirement Institute (FSRI) retirement designation program and for working with member firms associated with the LIMRA LOMA Secure Retirement Institute in the consideration and implementation of FSRI. Prior to joining LOMA in 2013, Lineberry served as Vice President and Head of Consultant Relations at DST Retirement Solutions. Previously he was a Senior Vice President and Head of Institutional Retirement for AXA Financial and, prior to AXA, was President of the DC business at MetLife.

Deb Dupont

Assistant Vice President, Workplace Retirement Research, LIMRA and LOMA

Deb Dupont

Assistant Vice President, Workplace Retirement Research, LIMRA and LOMA

Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.

Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.

Contact us to learn more:

Debbie Boone

Event Coordinator

LIMRA

(860) 298-3843

dboone@limra.com