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WINDSOR, Conn., Sept. 16, 2013 — Alison Salka, PhD, corporate vice president and director LIMRA Retirement Research, will be a panelist during the Working with Advisors to Gather Rollover Assets general session at this year’s Capturing IRA Rollovers & "Money in Motion" conference, hosted by Financial Research Associates.

Salka is responsible for directing LIMRA’s retirement research program, which includes studies on consumer, advisor and employer trends, institutional and retail sales benchmarking, as well as competitive analysis on the retirement income market. Under her leadership, LIMRA has expanded its retirement research program to meet the growing needs of LIMRA’s members as they help Americans identify how much income they will need in retirement, develop a plan for investing their portfolio to generate income, while continuing to grow their assets.

LIMRA estimates the investible retirement assets of U.S. households aged 55+ will nearly double to $22 trillion by 2020 — much of it in defined contribution plans and IRAs — offering a great opportunity for LIMRA’s members and the broader financial services industry.

The Capturing IRA Rollovers & "Money in Motion" conference will provide attendees with the research and industry knowledge on market trends, consumer behavior and recent regulatory activity to an audience of key executives in financial services companies in the region. Industry leaders and top practitioners will share best practices on plan development, marketing and operations, offering attendees the chance to learn in an open, collaborative forum.

In its inaugural year, this event is targeted for industry professionals in finance, retirement and investment. The event is taking place Oct. 17-18, 2013, at The Harvard Club in Boston, Mass.

To learn more about the conference, please visit:
http://www.frallc.com/conference.aspx?ccode=B889

LIMRA Contacts:

Catherine Theroux, 860-285-7787, ctheroux@limra.com
Mark Morris, 860-285-7875, mmorris@limra.com

Financial Research Associates Contacts:

Kathie Eberhard, 704-341-2439, keberhard@frallc.com
Brittney Luedtke, 704-341-2385, bluedtke@frallc.com

 

About LIMRA

LIMRA is a worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. Visit LIMRA at www.limra.com.

About Financial Research Associates

Financial Research Associates (FRA) provides the financial community with access to business information and networking opportunities. Offering highly targeted conferences, FRA is a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities. Please visit www.frallc.com for more information on upcoming events.

 

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

ctheroux@limra.com

Brooke Lacey

Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

blacey@limra.com