The SECURE Act of 2019: Significant Retirement Reform Legislation Appears Likely

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Ben Norquist, CPC

Ben is an industry thought leader who has spearheaded many diverse industry initiatives with long-lasting impact, Ben believes the IRA and defined contribution industry is rapidly approaching a momentous crossroad—one that will reshape not only the federal regulatory framework underpinning the nation’s tax-sheltered retirement savings landscape, but also the fundamental ways in which the financial services industry supports the needs of the nation’s retirement savers and retirees. Ben analyzes retirement industry trends, challenges and opportunities from multiple perspectives to develop and implement successful, real-world solutions.

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Gary Lineberry

Gary Lineberry is responsible for helping to develop the Fellow, Secure Retirement Institute (FSRI) retirement designation program and for working with member firms associated with the LIMRA LOMA Secure Retirement Institute in the consideration and implementation of FSRI. Prior to joining LOMA in 2013, Lineberry served as Vice President and Head of Consultant Relations at DST Retirement Solutions. Previously he was a Senior Vice President and Head of Institutional Retirement for AXA Financial and, prior to AXA, was President of the DC business at MetLife.

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Judy Zaiken, CLU, ChFC

Judy Zaiken is corporate vice president, responsible for leading strategic research initiatives for LIMRA. In this capacity, she works across the enterprise to identify research opportunities as a result of evolving regulations and advancing technology that will lead to the development of member solutions. Before assuming her current role, Zaiken lead the LIMRA Secure Retirement Institute research program. Prior to joining LIMRA in 2014, she was responsible for annuity product strategy and business development for MassMutual Financial Group.

Zaiken holds an M.B.A. from Western New England University and a B.A. in Economics from Framingham State University.