LIMRA.com and LOMA.org will be offline for scheduled maintenance on April 26, 8 p.m. - 11:00 p.m. EDT.
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
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