LIMRA.com and LOMA.org will be offline for scheduled maintenance on Wednesday, September 16, 2026, from 7 p.m. to 12 a.m. ET.
董事會
LIMRA LOMA Secure Retirement Institute (退休保障規劃師) 的董事會代表了保險產業的多元組成，董事來自資產管理公司、銀行、保經公司、保險公司、帳管服務公司，廣納來自學術界人士、公共政策專家及消費者團體的各種意見。我們一同合作，致力於讓現有的退休制度能有更光明美好的未來。
我們的最大目標是要促進業界最佳實踐，讓美國民眾都能獲得退休財務保障。我們相信的最佳實踐包括：
- 擴大對僱主贊助退休儲蓄計畫的參與，
- 讓更多的員工參加這類計畫，
- 維持適足的儲蓄水平，
- 保護積蓄不會「漏財」，及
- 提升理財基本知識。
為達成此一目標，董事會提供論壇讓各種不同的金融服務機構彼此互通有無，滋養必要的、具啟發性的領導能力，讓民間退休制度持續進化，並創造高效能。在實踐這些目標的過程中，董事會將會鼓勵創意與革新，以發展新想法和新方法為核心，促進退休準備。董事會也幫助訂出 LIMRA 和 LOMA 與退休相關策略的優先順序，並指導資源分配。
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, Chief Actuary, 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
Senior Vice President and President of the 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
