LIMRA and LOMA Name Board of Directors to Lead Newly Established Secure Retirement InstituteTM NewsPress Release added by Vanessa De La Rosa on October 22, 2013
Vanessa De La Rosa

Vanessa De La Rosa

Denver, CO

Joined: September 24, 2012

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 (SRI) will focus on advancing research and education as catalysts for innovation within the industry to help improve retirement readiness and promote retirement security. The SRI 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 SRI board members include:

Gumer Alvero — EVP, and General Manager, RiverSource Annuities, Ameriprise
William C. Anderson — SVP, American Funds Distributors, Inc.
Maliz Beams — CEO, Retirement Solutions, ING U.S.
Gregory Burrows — SVP, Retirement and Investor Services, Principal Financial Group
Dewey P. Bushaw — EVP, Retirement Solutions Division, Pacific Life Insurance Company
Kent G. Callahan — President and CEO, Employer Solutions & Pensions Division, Transamerica
Chip Castille — Managing Director, BlackRock, Inc.
William Chetney — EVP, LPL Financial Services
Charles C. Cornelio — President, Retirement Plan Services, Lincoln Financial Group
Aimee DeCamillo — Vice President of T. Rowe Price Group, Inc. and Co-Lead of Retirement Plan Services
Peter Gordon — President and General Manager, John Hancock Retirement Plan Services
John M. Grogan, Jr. — SVP, Planning and Sales, Northwestern Mutual
Eric S. Henderson — SVP, Life Insurance and Annuities, Nationwide Financial
David N. Levenson — Principal, 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. Lowe — President, Sammons Retirement Solutions
Julia McCarthy — EVP, Workplace Marketing, Solutions & Experience, Fidelity
James McCool — EVP, Client Solutions, Charles Schwab & Co., Inc.
Edmund F. Murphy III — Head of Defined Contribution, Putnam Investments
Charlie P. Nelson — President, Retirement Services, Great-West Financial Services
Robert F. O'Donnell — President, Prudential Annuities
Joseph F. Ready — EVP and Director, Wells Fargo Institutional Retirement and Trust, Wells Fargo
Katherine Roy — Executive Director, Individual Retirement, JP Morgan Asset Management
Elaine A. Sarsynski — EVP, MassMutual's Retirement Services Division; Chairman, MassMutual International
Jon Stenberg — EVP and General Manager, RiverSource Insurance, Ameriprise
Eric J. Thomes — SVP, 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."

About LIMRA:

LIMRA is a worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. Visit LIMRA at

LIMRA Contacts:

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