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NEW YORK, Oct. 22, 2013 – LIMRA and LOMA President and CEO Robert A. Kerzner, CLU, ChFC, announced the establishment of the LIMRA LOMA Secure Retirement InstituteTM during his remarks at the 2013 LIMRA Annual Conference this week.

“Retirement is top of mind for most Americans but our research shows that many consumers have not saved or planned enough to achieve a financially secure retirement,” said Kerzner. “While there has been much debate on what is causing this lack of preparedness, I think we can all agree that getting better understanding on the fundamental issues undermining Americans’ financial security in the hands of decisions makers is critical and would help certainly move us in the right direction.”

The LIMRA LOMA Secure Retirement Institute will focus on advancing research and education as catalysts for innovation within the industry to help improve retirement readiness and promote retirement security. The Secure Retirement Institute Board of Directors brings together senior leaders from across the financial services retirement landscape to discuss and identify what we can do to improve retirement readiness. 

The Secure Retirement Institute board members include:

Gumer Alvero
EVP, and General Manager, RiverSource Annuities, Ameriprise
William C. AndersonSVP, American Funds Distributors, Inc.
Maliz BeamsCEO, Retirement Solutions, ING U.S.
Gregory BurrowsSVP, Retirement and Investor Services, Principal Financial Group
Dewey P. BushawEVP, Retirement Solutions Division, Pacific Life Insurance Company
Kent G. CallahanPresident and CEO, Employer Solutions & Pensions Division, Transamerica
Chip CastilleManaging Director, BlackRock, Inc.
William ChetneyEVP, LPL Financial Services
Charles C. CornelioPresident, Retirement Plan Services, Lincoln Financial Group
Aimee DeCamilloVice President of T. Rowe Price Group, Inc. and Co-Lead of Retirement Plan Services
Peter GordonPresident and General Manager, John Hancock Retirement Plan Services
John M. Grogan, Jr.SVP, Planning and Sales, Northwestern Mutual
Eric S. HendersonSVP, Life Insurance and Annuities, Nationwide Financial
David N. LevensonPrincipal, Retirement, Insurance and Banking, Edward D. Jones & Co., L.P.
Drew Lawton Senior Managing Director, Retirement Solutions and Third Party Distribution, New York Life Investments Group
Bill L. LowePresident, Sammons Retirement Solutions
Julia McCarthyEVP, Workplace Marketing, Solutions & Experience, Fidelity
James McCoolEVP, Client Solutions, Charles Schwab & Co., Inc.
Edmund F. Murphy IIIHead of Defined Contribution, Putnam Investments
Charlie P. NelsonPresident, Retirement Services, Great-West Financial Services
Robert F. O'DonnellPresident, Prudential Annuities
Joseph F. ReadyEVP and Director, Wells Fargo Institutional Retirement and Trust, Wells Fargo
Katherine RoyExecutive Director, Individual Retirement, JP Morgan Asset Management
Elaine A. SarsynskiEVP, MassMutual's Retirement Services Division; Chairman, MassMutual International
Jon StenbergEVP and General Manager, RiverSource Insurance, Ameriprise
Eric J. ThomesSVP, Sales, Allianz Life Insurance Company of North America

"The expectations and realities of retirement are changing as people are living longer, healthier lives," noted Kerzner. "As the trusted source of industry knowledge, it is important that LIMRA and LOMA lead our industry in the exploration and discussion of what a secure retirement means today, what it will mean in the future and how our industry will adjust to meet the changing needs of Americans and help them reach their financial goals throughout their lives."



Contact LIMRA

Catherine Theroux, 860-285-7787,
Mark Morris, 860-285-7875,

About LIMRA LOMA Secure Retirement Institute

The LIMRA LOMA Secure Retirement InstituteTM provides comprehensive, unbiased research and education about all aspects within the retirement industry to improve retirement readiness and promote retirement security.



LIMRA, a worldwide research, consulting and professional development organization, is the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. Visit LIMRA at

About LOMA

Established in 1924, with 1,200 plus member companies in over 80 countries, LOMA is committed to a business partnership with its world-wide members in the insurance and financial services industry to improve their management and operations through quality employee development, research, information sharing, and related products and services. To find out more about LOMA and the learning opportunities it offers, visit LOMA’s Web site at


Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

Brooke Lacey

Senior Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

Bailey Reed

Public Relations/Social Media Specialist

Work Phone: (770) 984-3788

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