2016 Retirement Industry Conference - Sponsors and Exhibitors

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CANNEX supports the exchange of pricing information for annuity and bank products across North America. We provide financial institutions with the ability to evaluate and compare various guarantees associated with retirement savings and retirement income products. Services in the U.S. include:

• Evaluation and comparison of annuity guarantees and performance (Income Annuities, Variable Annuities, Indexed Annuities, and Fixed Rate Annuities)
• Consulting services supporting optimization and allocation of retirement income portfolios

Visit us at www.cannex.com

NEOS is a recognized leader in helping global Insurance and Financial Services organizations drive transformative change. Specializing in Life, Annuities, Retirement, Employee Benefits, Property and Casualty, and Wealth Management, NEOS provides management consulting and delivery services that enable clients to solve strategy, distribution, operations, data, and technology challenges. For more information about NEOS, visit www.neosllc.com

S&P Dow Jones Indices provides iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500^® and the Dow Jones Industrial Average^®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.

Accenture helps insurance carriers innovate and grow. Our Accenture Life Insurance & Annuity Platform (ALIP) unlocks value through advanced digital capabilities in new business, underwriting, policy administration, and engaging customer experiences — all supported by our extensive partner network. Accenture’s industry-leading expertise in core system modernization and advanced customer experiences using AI, automation, cloud, and data analytics empowers carriers to create value and shared success with customers and distributors. See how Accenture is delivering on the promise of technology and human ingenuity. Visit www.accenture.com/lifeandannuitysoftware

Corporate Insight delivers competitive intelligence, user experience research and consulting services to the nation’s leading insurance, financial services and healthcare institutions. As the recognized industry leader in customer experience research for over 30 years, we have been the trusted partner to corporations seeking to improve their digital capabilities and user experience. Our best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace. Visit us at: www.corporateinsight.com.

Income Discovery is a toolset to enhance retirement outcome for clients. It uses multiple levers to safely boost retirement income for clients. The first lever is an optimal claiming strategy for Social Security. The next lever is the ideal mix of annuities, investments and other retirement products. The last lever is a dynamic withdrawal order across tax-type accounts with corresponding strategic allocation for each account over time (called “glide path”).  Getting clients the desired lifestyle with high confidence results in more business for the serving institution, as has been demonstrated at three institutional deployments.  Visit us at  www.incomediscovery.com

LIDP provides an award-winning policy admin system designed to drive digital innovation to the core platform. With 42 years of life & annuity business knowledge built-in, it is a true end-to-end solution offering new business through the claims process. www.lidp.com

Millennium Trust Company is a leading automatic rollover IRA provider for retirement plans. Our solutions help plan sponsors and other professionals comply with DOL safe harbor requirements for automatic rollovers. We offer a full range of services to address plan-related issues including: missing participants, uncashed checks, benefit distributions and notification services. These solutions not only can help plan sponsors limit fiduciary risk and reduce cost, but also increase access to retirement readiness for more Americans. www.mtrustcompany.com

Pension Advisory Group, Inc. is a boutique firm specializing in Pension Disability Insurance for 401k & 403b Plans. We have pioneered retirement completion by teaming up with Pro Financial and Lloyds of London to create the first guaranteed issue group pension completion product, the Retirement Income Assurance Plan ™. With over 40 years of experience with retirement plans, we are your authority on retirement planning.  Visit us at http://pensionadvisorygrp.com/

Our industry experience studies include more than 70% of the Variable Annuity and Fixed Indexed Annuity markets respectively. These analytics serve as the foundation of our consulting services.

With these deep insights into policyholder behavior, along with predictive modeling techniques, Ruark partners with its clients to drive

• Actuarial risk management,
• Reinsurance initiatives,
• Dynamic product design
• Rigorous assumptions setting.

ruark.co

SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more.

S&P Dow Jones Indices provides iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500^® and the Dow Jones Industrial Average^®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.