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LOMA Secure Retirement Institute Holds Conferment Ceremony for Inaugural Class of the Fellow, Secure Retirement Institute (FSRI)

ATLANTA, April 19, 2018 — Last week at the 2018 Retirement Industry Conference, LOMA Secure Retirement Institute recognized the 318 industry professionals in the inaugural class of the Fellow, Secure Retirement Institute (FSRI) program.

Launched in 2013, the FSRI program uniquely provides a comprehensive, seven-course curriculum about the retirement industry. Geared for employees in asset management firms, insurance companies, distribution organizations and recordkeeping companies, the FSRI program provides them an understanding of the plans and products they support and the complex retirement planning decisions their customers are facing.

“The retirement market is a vital and growing business segment. We saw the need to develop a comprehensive program to educate employees who support retirement plans about how the business works,” said Gary Lineberry, managing director, LOMA Secure Retirement Institute. “We are thrilled to be able to recognize the dedicated individuals who have successfully completed the curriculum and achieved the designation.”

Each of the 318 retirement professionals successfully completed six highly interactive online courses and a Capstone course.

“This was truly an industry collaboration. The FSRI program has highly relevant and comprehensive content thanks to the outstanding industry support we received,” said Kathy Milligan, FLMI, ACS, senior vice president of LOMA’s Education and Training Division. “More than 200 professionals representing a broad cross-section of retirement organizations participated as subject experts and reviewers for courses in the Fellow, Secure Retirement Institute program.”

For a list of the people who comprise the inaugural class for Fellow, Secure Retirement Institute: please visit: www.loma.org/InauguralFSRI.

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PR Contacts

Catherine Theroux, 860-285-7787, ctheroux@limra.com
Paul Wilson, 770-984-6427, wilsonp@loma.org

About LOMA FSRI

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: www.FSRIdesignation.org.

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, visit: www.limra.com/sri.