This event is for LIMRA and LOMA members. Registration is open to home/corporate office employees of member companies. Membership will be verified upon registration.
Congress is moving forward rapidly on major retirement reform legislation. With broad bipartisan support, the House passed the SECURE Act in May and the Senate has pledged to get retirement reform done soon.
The legislation, if signed into law, will have an impact on virtually all retirement plan and IRA service providers.
Join us on Wednesday, July 10, 2019 at 12:00 p.m. EST to learn about these looming changes and the impact they are likely to have on retirement plan and IRA service providers nationwide. Gary Lineberry, LOMA's Managing Director, Retirement Education Solutions and Director the Secure Retirement Institute will interview subject matter expert Ben Norquist, Founder & CEO, Convergent Retirement Plan Solutions, LLC on what is likely to become law constituting the biggest change to our national retirement policy in years.
President/CEO, Convergent Retirement Plan Solutions, LLC
Ben is an industry thought leader who has spearheaded many diverse industry initiatives with long-lasting impact, Ben believes the IRA and defined contribution industry is rapidly approaching a momentous crossroad—one that will reshape not only the federal regulatory framework underpinning the nation’s tax-sheltered retirement savings landscape, but also the fundamental ways in which the financial services industry supports the needs of the nation’s retirement savers and retirees. Ben analyzes retirement industry trends, challenges and opportunities from multiple perspectives to develop and implement successful, real-world solutions.
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.
Corporate Vice President, Strategic Research Initiatives, LIMRA
Judy Zaiken is corporate vice president, responsible for leading strategic research initiatives for LIMRA. In this capacity, she works across the enterprise to identify research opportunities as a result of evolving regulations and advancing technology that will lead to the development of member solutions. Before assuming her current role, Zaiken lead the LIMRA Secure Retirement Institute research program. Prior to joining LIMRA in 2014, she was responsible for annuity product strategy and business development for MassMutual Financial Group.
Zaiken holds an M.B.A. from Western New England University and a B.A. in Economics from Framingham State University.