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Upcoming Webinars

Pandemics and Predictions: The Evolution of the Annuity Industry

1/21/2021 1:00 PM EST - 2:00 PM EST

The global economy and pandemic are transforming the annuity industry. Both have accelerated existing trends and created new opportunities. Yesterday's best practices are quickly becoming today's table stakes.

Pandemics and Predictions: The Evolution of the Retirement Plan Industry

1/21/2021 2:00 PM EST - 3:00 PM EST

The global economy and pandemic are transforming the retirement plan industry. Both have accelerated existing trends and created new opportunities. Yesterday's best practices are quickly becoming today's table stakes.

Retirement Research

Retirement Resource Guides

Fact Book on Retirement Income

Dec 6, 2019

This study provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Institutional Retirement Reference Guide

Feb 26, 2019

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

Oct 29, 2018

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.

Professional Development

Build Retirement Industry Knowledge in the New Year

Take your first step towards a solid base of retirement industry knowledge with SRI 111 — Retirement Fundamentals. Recently revised, SRI 111 has been updated to cover the evolution of the retirement system and the regulations that affect it, as well as the SECURE Act of 2020. Enroll today so you can deliver the support and solutions your customers need. Details and enroll.

Confused by Annuities? Get Clarity in This Short, Virtual Class!

Learning Live: Annuities is a high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends. Learn from our expert instructor and ask questions in this live, interactive session on March 17, 2021, 1:00 p.m. – 3:00 p.m. ET. Space is limited, so register now! Details and register.

Start the Year Strong With the FSRI

Now is a great time set your professional development goals for the year. LOMA's Fellow, Secure Retirement Institute™ (FSRI™) can provide you with a solid foundation of retirement knowledge. With the new testing format for SRI 500—Transforming Retirement Security, the entire FSRI program can be completed online—no need for a proctored exam! Enroll in a course today! Details and enroll.

Compass Program

Retirement Benchmarks

Retirement-Related Coronavirus Research

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