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Second Course in FSRITM Designation Focuses on Retirement Plans and Products 


ATLANTA, GA, March 10, 2014 — The LOMA Secure Retirement Institute™ today announced the launch of the second course of  the Fellow, Secure Retirement Institute™ (FSRI™) designation program, Retirement Savings and Investments (SRI 121). 

"We designed Retirement Savings and Investments specifically for employees who support retirement plans and products in companies serving the retirement marketplace," said Katherine C. Milligan, FLMI, ACS, senior vice president of LOMA's Education and Training Division. "The new course takes a close look at various retail and institutional financial products used to save and invest for retirement, including employer-sponsored retirement plans, nonqualified annuities, investments and IRAs."

Like the first course, Retirement Marketplace (SRI 111), this course is delivered in a highly interactive online format. The contemporary, on-demand educational experience can be completed in seven to ten hours, a flexible and convenient benefit for the learner.

Retirement Marketplace and Retirement Savings and Investments represent two of the three courses required to attain the FSRI Level 1 — Certificate in Retirement Essentials. The Certificate program provides foundational knowledge and is an integral part of the comprehensive, broad-based FSRI program.  The third course in the certificate series is scheduled for launch this summer. 

"We are receiving excellent feedback on our FSRI courses. At least nine in ten students say the courses are engaging, easy to understand, and relevant to their job," noted Milligan.  "In fact, ninety-eight percent would recommend the courses, and nine in ten have plans to enroll in future FSRI courses."


PR Contacts: 

Catherine Theroux, 860-285-7787,

Paul Wilson, 770-984-6427,


The LOMA FSRI program provides a comprehensive curriculum for employees in asset management firms, insurance companies, distribution organizations, and recordkeeping companies.  It helps employees understand the plans and products they support, the role of those plans and products within a retirement plan, and the complex retirement planning decisions their customers are facing.  Employees who undertake the FSRI's three-level program will also understand the role of their jobs within the broader context of their company and the retirement industry as a whole.  To learn more about the LOMA FSRI program, please visit:


About LIMRA LOMA Secure Retirement Institute

The LIMRA LOMA Secure Retirement Institute provides comprehensive, unbiased research and education about all aspects within the retirement industry to improve retirement readiness and promote retirement security.  For information on the LIMRA LOMA Secure Retirement Institute™,

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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