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2019 Retirement Industry Conference

The Nest Egg: Priority #1

4/3/2019 - 4/5/2019
Baltimore Marriott Waterfront, Baltimore, MD

Overview

Who Attends

Professionals across the full spectrum of the retirement industry including product, marketing, distribution and strategy for both retail and institutional markets. The conference draws leaders across the industry focused on growing and serving the annuity, investment and workplace savings businesses.

Highlights

We live in a world of so many financial obligations: emergency planning, student loan debt, mortgages…the list goes on and on. Financial services professionals know how important it is to build a nest egg to reach personal retirement goals, but how can we emphasize this importance to our customers? And when the time for retirement comes, how can we best advise our customers to spend down wisely?

Attend this event to get answers to these questions and so much more. This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry. Everyone from DC plan services managers to retail-focused annuity product actuaries will find value in this event. The LIMRA LOMA Secure Retirement Institute and the Society of Actuaries promise to deliver highly relevant and present-day focused content. Come, participate, and network with your peers.

Conferment

The LIMRA LOMA Secure Retirement Institute will also hold the conferment ceremony for new Fellow, Secure Retirement Institute (FSRI) designees at the Retirement Industry Conference.  Details will be sent to all ASRI and FSRI designees.

Registration

Registration Fees

Early Registration Rates (Register by March 6, 2019)
LIMRA, LOMA, and SOA Members: $1,285
Non-members: $1,925

Standard Rates (Register after March 6, 2019)
LIMRA, LOMA, and SOA Members: $1,485
Non-members: $2,125

FSRI Designee Registration

All FSRI designees are eligible for a $260 discount off of the member registration fee. Please refer to your FSRI designee congratulatory email or contact education@loma.org for the promo code needed to receive this discount.

Refund Policy

All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, Conference Organizers will refund the total registration fee. However, Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org

Group Discount

If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100 by entering the promo code GROUP100. Individuals using this registration option must register at the full conference registration fee. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five registrant per company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.

Hotel/Venue

Baltimore Marriott Waterfront

700 Aliceanna Street
Baltimore, MD, 21202

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Baltimore Marriott Waterfront
700 Aliceanna Street
Baltimore, MD 21202

The conference room block has expired. If you still wish to stay in the conference hotel, contact the Baltimore Marriott Hotel at 410-385-3000 or toll free 1-800-228-9290 to check on room availability and the prevailing rates.

Alternatively, a Room with A View can secure the lowest available rates at the best available hotels within walking distance to The Baltimore Marriott Waterfront for you.

For a list of designated hotel options, please contact A Room With A View at reservations@aroomwithaview.net or 1-800-780-4343 

PHONE : Monday to Friday 9 a.m. – 5 p.m. Central Time 

E-MAIL : 24 hours a day / 7 days a week 

 This is a FREE SERVICE for all our attendees

Agenda

Speakers

David Levenson
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson is responsible for leading the world’s largest association of life insurance and financial services companies, representing more than 1200 financial services companies across 60 countries. Most recently, he was a principal at Edward Jones and served on its management committee from 2015-2018. Levenson was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to joining Edward Jones in 2012, he was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses.
Eric Rosenbach
Co-Director, Belfer Center, Harvard Kennedy School
Pentagon Chief of Staff (2015-2017)

Eric Rosenbach

Co-Director, Belfer Center, Harvard Kennedy School
Pentagon Chief of Staff (2015-2017)

Eric Rosenbach is a highly-regarded senior executive and thought leader with two decades of experience running complex technology-centric organizations in both the private sector and government. He is a technologist with deep expertise in cybersecurity, fintech and big data, built on a genuine understanding of the underlying technology, policy and legal issues that often stifle innovation. Rosenbach served as the Chief of Staff to Secretary of Defense Ash Carter, and led the Department of Defense on cyber issues for six years. In the private sector, he directed the cybersecurity practice of a global management consulting firm that advised the executives of Fortune 500 companies on strategic risk mitigation strategies. Rosenbach taught at Harvard for several years, has authored many books, and contributed articles on national security issues.
  • Thursday, April 4, 2019

    9:00 am - 10:00 am: GENERAL SESSION
Ann Compton
Legendary ABC News White House Correspondent
(1973 – 2014)

Ann Compton

Legendary ABC News White House Correspondent
(1973 – 2014)

Ann Compton has always been a pioneer. As the first woman assigned to cover the White House on network television and with 41 years on the air for ABC News, her longevity and impact are unparalleled. After retiring from daily coverage in 2014, Compton returned to ABC to cover the 2016 political conventions, as well as accepting a fellowship at Harvard's Kennedy School of Government focusing on media coverage of the 2016 election. She now combines her personal experiences on the White House beat with fresh scholarship from the prestigious Miller Center for presidential studies in Virginia.
  • Thursday, April 4, 2019

    3:45 pm - 4:45 pm: GENERAL SESSION
Stephen Goss, ASA, MAAA
Chief Actuary, Social Security Administration

Stephen Goss, ASA, MAAA

Chief Actuary, Social Security Administration

Stephen Goss has been Chief Actuary at the Social Security Administration since 2001. He joined the Office of the Chief Actuary in 1973 after graduating from the University of Virginia with a Master’s Degree in Mathematics. Goss has worked in areas related to health insurance and long-term-care insurance as well as pension, disability, and survivor protection. He is a member of the Society of Actuaries, the American Academy of Actuaries, the National Academy of Social Insurance, the Social Insurance Committee of the American Academy of Actuaries, and the Social Security Retirement and Disability Income Committee of the Society of Actuaries.
  • Friday, April 5, 2019

    8:00 am - 9:00 am: GENERAL SESSION
Steve Vernon
Research Scholar, Stanford Center on Longevity
President, Rest-of-Life Communications

Steve Vernon

Research Scholar, Stanford Center on Longevity
President, Rest-of-Life Communications

In both his roles, Steve Vernon speaks, writes, and conducts research on the most challenging aspects of retirement, including finances, health and lifestyle. For more than 30 years, he consulted at Watson Wyatt and Mercer, helping Fortune 1000 employers design, manage and communicate their retirement programs. Vernon currently writes a regular blog column for CBS MoneyWatch, titled Money for Life. His latest book, released in July 2018, is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life.
  • Friday, April 5, 2019

    10:45 am - 11:45 am: SPECIAL FOCUS SESSIONS
Jourdan Jones

Senior Director, Market and Competitive Strategy

, TIAA

Jourdan Jones

Senior Director, Market and Competitive Strategy

, TIAA

Jourdan Jones contributes to a variety of strategic initiatives, including key areas of marketing strategic development, leveraging analytics to drive development and evolution of key marketing strategies. He is also responsible for keeping a close pulse on new market innovations, competitive developments, and building an ongoing, specific perspective to leverage innovation and opportunities to TIAA's advantage. Jones has over 10 years of financial industry experience, and has been with TIAA since 2011. Prior to joining TIAA, he worked in a sales and service capacity for Fidelity Investments, Prudential Financial, and Wells Fargo Bank.


  • Friday, April 5, 2019

    10:45 am - 11:45 am: SPECIAL FOCUS SESSIONS
Jason Young
Co-Founder and CEO, MindBlown Labs

Jason Young

Co-Founder and CEO, MindBlown Labs

Jason Young leads MindBlown Labs, a financial wellness innovation lab specializing in creating solutions that engage, educate, and motive Millennials and members of Gen Z to save and invest for the future. In 2017, Young became the youngest member of the board of the National Endowment for Financial Education. He was appointed by President Obama to a special advisory council on financial capability for young Americans. Young is also Co-Founder and Board Chair of The Hidden Genius Project, a non-profit that trains and mentors black male youth in technology creation, entrepreneurship, and leadership.
  • Friday, April 5, 2019

    10:45 am - 11:45 am: SPECIAL FOCUS SESSIONS

Gold Sponsor

Silver Sponsor

Contact LIMRA to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com