LIMRA provides you access to crucial industry knowledge and connects you to industry peers. The following study groups and committees are your opportunity to better understand the industry, spark new ideas, and plan for the future.
CAP Users’ Group
- Meetings: Periodic
- Who attends: Employees of any company participating in the Customers Assurance Program (CAP)
- Purpose: Participants discuss regulatory activity, compliance best practices, streamlining procedures (including in–house reporting and follow up), and how companies use CAP data in their operations.
LIMRA Compliance Study Group
- Meetings: Twice annual in-person meetings.
- Who attends: Senior Compliance Executives from LIMRA member companies.
- Purpose: This group meets for relevant, confidential discussion and networking on compliance and regulatory issues and topics facing compliance teams, including issues of suitability. The agenda is attendee-driven, featuring peer-to-peer conversation along with expert perspectives from LIMRA researchers and other staff. LIMRA’s Senior Regulatory Advisor, Larry Niland, moderates the group discussion and provides insight.
The Forum for Sharing Best Practices
- Meeting: Once annually, in person
- Who attends: Chief Compliance Officers; Compliance, Audit, Legal, Market Conduct, and Risk Management executives, and staff
- Purpose: LIMRA and LOMA partner with industry executives to provide this opportunity for attendees to discuss crucial regulatory issues and learn effective compliance practices from peers and topical experts. Expert presenters include industry leaders and regulators.
Regulatory Compliance Committee
- Meetings: Monthly calls plus two in-person meetings — at the Regulatory Compliance Exchange and at LIMRA.
- Who attends: Invited Compliance executives
- Purpose: Discuss current compliance and market conduct issues, guide LIMRA research on these issues, and plan and develop LIMRA's and LOMA’s annual Regulatory Compliance Exchange.
Voluntary/Worksite Benefits Regulatory and Compliance Study Group
- Meetings: Twice annual in-person meetings
- Who attends: Invited individuals who are chief in-house counsel, or Chief Compliance Officers.
- Purpose: Explores the unique challenges and opportunities in the regulatory and compliance environment of group and individual voluntary/worksite benefits. Topics may include enrollment, benefit administration, technology, private exchanges, and other current issues.
Special Compliance Working Groups
As important issues arise, LIMRA brings members together to discuss industry impact and develop cost-effective shared solutions that help ensure compliance across the industry. In 2016, these groups have included one focusing on Detecting Elder Financial Abuse and another on the DOL Fiduciary Rule. To be included on the emailing list for these types of working study groups, please send an email to firstname.lastname@example.org