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LIMRA LOMA Secure Retirement Institute
The Secure Retirement Institute advances retirement readiness and financial security through research, education and innovation. It offers forums the industry to identify and explore retirement opportunities and challenges through study groups, conferences and an advisory Board for senior leaders.
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We'll help you make fact-based business decisions.
Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.
Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.
The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.
Better understand the outlooks and actions of pre- and recent retirees.
This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.
Professional Development
Whether you are seeking skill-based training or pursuing a designation, we offer award-winning content and unique learning opportunities to address your specific requirements.
Career-Long Learning
LOMA provides a wide range of products and other resources to help meet employees’ learning and development needs, including early career education, targeted training, professional development, and leadership development.
FSRI Designation Program
While traditional retirement education often focuses simply on regulations, processes, plan designs and product, the FSRI covers a greater variety of topics and issues. The highly-interactive online course format provides an in-depth and engaging learning experience.
Why Learn with LOMA?
Our approach to professional education, training and development programs is designed to measurably improve your management and operations, and drive higher levels of performance.
Ask the Info Center
Our experienced researchers can provide you with updates on current issues, developing trends and hot topics by investigating a variety of industry sources.
Learning & Development Solutions
Firmly rooted in trusted research, our training solutions are aimed to help you understand complex business issues—and give you the knowledge to solve them.
Designation Programs
Our learning and education programs are flexible to meet your needs and convenient for your employees.
Featured Solution: FraudShare
The Neighborhood Fraud Watch for Financial Services
FraudShare helps you monitor and better understand new fraud challenges to your company and the industry. Fraudulent attacks at one company are quickly assessed and reported to others in the FraudShare network. The “fingerprints” that fraudsters leave behind are documented in a secure FraudShare database.
Fraud attacks in the insurance and financial services industry are increasing at a rapid rate. To help detect and prevent fraud, LIMRA and LOMA teamed up with members to develop resources in four key areas: Information, Research, Training, and Shared Solutions.
Updated results of the pulse survey of company practices regarding modeling the potential mortality impacts of COVID-19 on the life insurance industry.
Loans and hardship withdrawals — especially hardships — can erode defined contribution (DC) retirement savings. Explore the reasons behind why participants take each.
How is COVID-19 impacting the experience-rating of group insurance products?
SRI® Review
Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.
Industry news2use
This weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays.
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