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WINDSOR, Conn., Aug. 20, 2014 — Matthew Drinkwater, PhD, associate managing director, LIMRA Secure Retirement Institute Research, will moderate the Market Segmentation: How to Add Value for Clients Aged 50-65 panel  workshop at this year's Winning inIRA Rollovers, hosted by Financial Research Associates.

Drinkwater, who joined LIMRA in 1999, provides oversight and guidance for all major primary research projects conducted within the LIMRA Secure Retirement Institute. He has led the creation of several major studies of retirement planning, retirement income management, and consumer preferences for receiving advice. Drinkwater has worked on several retirement plan research projects, including studies of the rollover market, and has examined the role of financial advisors in retirement income planning.

The Winning in IRA Rollovers 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 second year, this event attracts industry professionals in finance, retirement and investment.  The event is taking place Sept. 15-16, 2014, at The Harvard Club in Boston, Mass.

To learn more about the conference, please visit:


LIMRA Contacts: 

Catherine Theroux, 860-285-7787,
Mark Morris, 860-285-7875,

Financial Research Associates Contacts: 

Kathie Eberhard, 704-341-2439, 
Brittney Luedtke, 704-341-2385,

About The LIMRA Secure Retirement Institute 

The LIMRA Secure Retirement Institute 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

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 for more information on upcoming events.

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

Brooke Lacey

Senior Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

Bailey Reed

Public Relations/Social Media Specialist

Work Phone: (770) 984-3788

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