LIMRA.com and LOMA.org will be offline for scheduled maintenance on April 26, 8 p.m. - 11:00 p.m. EDT.
董事会
LIMRA/LOMA 退休保障规划师的董事会代表了保险行业的多元组成,董事来自资产管理公司、银行、保险经纪公司、保险公司、账务管理公司,广纳来自学术界人士、公共政策专家及消费者团体的各种意见。我们一同合作,致力于现有的退休制度能有更光明美好的未来。
我们的最终目标是要促进行业的最佳实践,让美国民众都能获得退休的财务保障。我们相信的最佳实践包括:
- 扩大对雇主赞助退休储蓄计划的参与,
- 让更多员工参加这类计划,
- 维持足够的储蓄水平,
- 保护积蓄不会“漏财”,及
- 增加基本金融知识。
为达成此目标,董事会提供论坛,让各个金融服务机构彼此互通有无,培养具启发性的必要领导能力,让民间退休制度持续进化,并提升制度效率。在实践这些目标的过程中,董事会将会鼓励创意与革新,以发展新想法和新方法为核心,促进退休准备。董事会也会帮助制定 LIMRA 和 LOMA 与退休相关战略优先要务,并指导资源分配。
SRI Board of Directors Gallery
The Board of Directors
Bill S. Harmon
BOARD CHAIR
Chief Client Officer
Voya Financial
Sandy McCarthy
VICE CHAIR
President of Retirement Services
OneAmerica Financial
Lynda Abend
Head of Strategy and Transformation,
John Hancock Retirement
Lynn Murphy Abbott
Vice President, National Sales Manager and Funds Management, President of RiverSource Distributors, Inc.
Adam Brown
Senior Vice President, Actuarial Product Development, Allianz Life Insurance Company of North America
Anthony Bunnell
Head of Retirement, Wealth Management
Morgan Stanley
Gerry Burke
Principal, Institutional Investor Group
Vanguard
Gary Carrai, CFA
Executive Vice President,
Strategic Partners, Retirement Plans, & Fortigent
Wealth Management Solutions
Joseph Celentano
Executive Vice President, Retirement Solutions Division
Pacific Life Insurance Company
Douglas Chittenden
Executive Vice President and CEO of Institutional Relationships
TIAA Financial Solutions
Graham Cox
Executive Vice President, Head of Retirement & Income Solutions
MetLife
David Cruz, CFA
Senior Managing Director,
Head of Institutional Annuities
New York Life
John M. Davis
Principal, Retirement Products
Edward D. Jones
Yanela Frias
President, Group Insurance
Prudential Financial, Inc.
Thomas M. Hurley, Series, 6, 7, 24 and CFS
Senior Vice President, Market Research & Strategy
Jackson National Life Distributors
Steve Joyce, CLU, CFP
Senior Vice President, Insurance Product Management
Capital Group Companies
Donald MacQuattie
Vice President, Head of Sales, Institutional Fiduciary Solutions
Raymond James
Kenneth Pardue
Managing Director of Retirement Products and Trust
Wells Fargo Advisors
John J. Quinn
Head of Institutional Retirement Product Management & Distribution, Bank of America
Scott Ramey
Vice President, Retention and Growth, Nationwide Retirement Plans Distribution
Nationwide
Scott Rowland
Head of FILI Solutions Support,
Fidelity Investments
Tina Sanchez
Managing Director,
Head of BlackRock's U.S. & Canada Defined Contribution National Accounts
BlackRock
Dee Sawyer
Vice President, Head of Individual Investors and Retirement Plan Services
T.RowePrice
Sharon Scanlon
Senior Vice President, Customer Experience and Producer Solutions, Lincoln Financial Group
Aaron Seurkamp
President, Retirement Division
Protective Life Corporation
Todd Solash
Chief Executive Officer, Individual Retirement and Life Insurance, AIG Life & Retirement
Tina Wilson
Senior Vice President and Chief Product Officer
Empower Retirement
Brant K. Wong
Head of Retirement Global Strategic Relations
JP Morgan