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
Theodore Bunzel
Head of the Retirement Solutions Group
BlackRock
John M. Davis
Principal, Retirement Products
Edward D. Jones
Yanela Frias
President, Group Insurance
Prudential Financial, Inc.
Teresa Hassara
Head of Workplace Solutions
Massachusetts Mutual Life Insurance Company
Bryan Hodgens, AIF, CRC, RMA
Senior Vice President, Retirement Partners, Investor Focused Solutions
LPL Financial
Thomas M. Hurley, Series, 6, 7, 24 and CFS
Senior Vice President, Market Research & Strategy
Jackson National Life Distributors
Juneen Belknap Kirk
Principal, Financial Services
PwC
Chris Luongo
Division VP, Strategy & Business Development
ADP Retirement Services
Steve Lunt
Head of Business Planning & Analysis
Fidelity Investments Life Insurance Company
Sandy McCarthy
VICE CHAIR
President of Retirement Services
OneAmerica Financial
Patrick Murphy
Chief Executive Officer
John Hancock Retirement
Kenneth Pardue
Managing Director of Retirement Products and Trust
Wells Fargo Advisors
Gerald W. Patterson, Jr.
Senior Vice President, Retirement & Income Solutions
Principal
John J. Quinn
Head of Institutional Retirement Product Management & Distribution, Bank of America
Alison Salka, Ph.D.
Senior Vice President and Director of Research
LIMRA and LOMA
Aaron Seurkamp
President, Retirement Division
Protective Life Corporation
Tina Wilson
SVP and Chief Product Officer,
Empower
Brant K. Wong
Head of Retirement Global Strategic Relations
JP Morgan