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Retirement Plans Advisory Board

The individual advisory boards will offer insights on the business challenges facing companies to help organizations better understand and leverage different aspects of the association’s member benefits program. The executives chosen to join the four advisory boards are leaders in their respective fields who have agreed to share their expertise and experience to help shape the future focus for LIMRA and LOMA.

Retirement Plans Advisory Board
Sandy McCarthy, president, Retirement Services, OneAmerica, will serve as chair.

 

Retirement Plans Advisory Board

Sandy McCarthy

(Past Chair)
President, Retirement Services, OneAmerica Financial

Donald MacQuattie

(Chair)
Senior Vice President, Leader of Institutional & Retirement, Raymond James

David Levenson

President and Chief Executive Officer

Lynda Abend

Head of Strategy and Transformation,
John Hancock Retirement

Beau Adams

Executive Vice President, Life and Retirement,
Benefit Consultants Group

Jessica Baehr

Head of Group Retirement, Equitable

Catherine Campos

Head of Workplace Consultant Relations and Sales Strategy, 
Fidelity Investments 

Jeffrey Cimini

Vice President of Planning, Performance and Transformation for Retirement and Income Solutions, Principal Financial Group

Tom Conlon

Executive Director, Head of Retirement Sales, Morgan Stanley

Craig Duglin

Senior Vice President, Head of Intermediary-sold Product Management, Capital Group

Phil Eckman

President, Workplace Solutions, Transamerica

Ralph Ferraro

(Vice-Chair)
Senior Vice President, President of Retirement Plan Services, Lincoln Financial Group

Terri Fiedler

President, Retirement Services, Corebridge Financial

Kourtney Gibson

Senior Vice President and Chief Institutional Client Officer
TIAA

Teresa Hassara

Senior Vice President, Retirement & Income Solutions, Principal Financial Group

Craig Hawley

President, Nationwide Annuity​, Nationwide Financial

AJ Ijaz

Vice President, Asset Management Group, The Standard

Kameron Jones

Senior Vice President, National Sales Manager, Retirement, NFP

Jim Kais

Head of Group Retirement, Equitable

Douglas Murray

Senior Vice President, Wealth Solutions Distribution and Client Engagement,
Voya Financial

Kenneth Pardue

Managing Director of Retirement Products, Wells Fargo Wealth & Investment Management

John Quinn

Head of Institutional Retirement Product Management & Distribution, Bank of America

Katherine Roy

Principal, Retirement Products, Edward Jones

Ted Rudich

Head of Retirement Operations, Ascensus

Alison Salka, Ph.D.

Senior Vice President and Director of Research
LIMRA and LOMA

Adam Sokolic

Chief Operating Officer HUB Retirement and Private Wealth, HUB International Investment Services, Inc.

Jon Upham

President, Head of Institutional Retirement, SageView

Tina Wilson

Senior Vice President & Chief Product Officer, Empower

Kate Winters

Senior Vice President, Investment Product Management & Retirement Partners, 
LPL Financial

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