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View More Press Releases by LIMRA LOMA Secure Retirement Institute

Press release:

LOMA Secure Retirement Institute Launches Final Course in ASRI Designation

Issued by: LIMRA LOMA Secure Retirement Institute

Date: Apr. 1, 2016

ATLANTA – March 31, 2016 – The LOMA Secure Retirement InstituteTM today introduces Retirement Administration (SRI 230), marking the availability of all courses in the Associate, Secure Retirement Institute® (ASRI®) program.

The new course also represents the sixth online course in the seven-course Fellow, Secure Retirement Institute® (FSRI®) designation.  Retirement Administration gives retirement professionals an in-depth look at operational and administration functions for existing retirement accounts, products, and plans and includes strategies for enhancing the customer experience.

“The unique and comprehensive content in this course is attributable to the outstanding industry support we receive.” said Kathy Milligan, FLMI, ACS, senior vice president of LOMA’s Education and Training Division.  “More than 23 professionals representing a broad cross-section of retirement organizations participated as subject experts and reviewers for the course.”  

Retirement Administration covers the following topics as they relate to annuity, individual retirement arrangement (IRA), and retirement plan administration:

  • Stakeholders and activities
  • Strategies for enhancing the customer experience
  • Regulation, quality management, risk management, information technology, and organization
  • Financial and account maintenance transactions
  • Reporting and disclosure requirements
  • Compliance
Using LOMA’s popular, effective and contemporary online delivery system, Retirement Administration teaches key business concepts valuable for those in operations, technology, customer relations, compliance, marketing, and new business roles within the retirement industry. The course, which can be completed in approximately 14-16 hours, is offered in a self-paced online format that utilizes video scenarios and a variety of highly interactive learning features.

“The retirement industry has embraced the FSRI program with more than 6,500 enrollments worldwide since inception just over two years ago,” said Gary Lineberry, managing director, LOMA Retirement Education Solutions. “The launch of Retirement Administration also represents a professional development milestone for learners, as they will earn the ASRI designation upon completion.”

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.

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View More Press Releases by LIMRA LOMA Secure Retirement Institute

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