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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

Wealth Segments in the U.S. At a Glance

Jun 14, 2019

Quickly see the size and financial profile of wealth segments in the U. S. to spot market opportunities.

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.

Journey Into Retirement: A Qualitative Look at Transition Experiences (2019)

Jan 22, 2019

What does retirement as a destination look like for near and recent retirees?

Compliance and Fraud Prevention

Access knowledge, advice, training, and solutions for regulatory compliance.

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.

The Value of FSRI

Gary Lineberry, Managing Director, LOMA Retirement Education Solutions sat down with LOMA member and Nationwide Retirement Plans executive Jeff Stein, Vice President, Operations, to discuss how Nationwide views the Fellow, Secure Retirement Institute (FSRI) and how the program is integrated into training for their staff.

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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.

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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 semi-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 and Thursdays.

Your Contacts at LIMRA

Paul Henry

Managing Director, Retirement Clients and Products

Work Phone: (860) 285-7878

phenry@limra.com

James J. Stella

Work Phone: (860) 285-7813

jstella@limra.com

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