Fidelity Executive to Lead LIMRA Retirement Arm

By Allison Bell

News April 12, 2019 at 11:09 AM

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The new chair of the LIMRA LOMA Secure Retirement Institute is a mutual fund company executive.

The 2019 chair is Steve Patterson, executive vice president, sales and relationship management for workplace investing, at Fidelity Investments, LL Global announced Thursday.

(Related: Fidelity Joins Health Insurer Group)

LL Global is the Windsor, Connecticut-based parent of LIMRA, LOMA and the retirement institute.

Fidelity Investments provides retirement planning products and services for about 30 million people and 22,000 businesses, according to LL Global.

Fidelity recently joined America's Health Insurance Plans, a group for health insurers, because of its interest in issues related to health savings accounts and other personal benefits accounts. The company manages about $3.5 billion in HSA assets.

In related news, Jamie Ohl of Lincoln Financial Group will be the Secure Retirement Institute's 2019 vice chair.

Ohl is executive vice president, president of retirement plan services, at Lincoln Financial. She oversees life and annuity operations at Lincoln Financial Group.

The new institute board members are Gerry Burke of Vanguard; Bill Harmon of Voya Financial; Bryan Hodgens of LPL Financial; Brian McDonald of Morgan Stanley; Ken Pardue of Wells Fargo Advisors; and Brant Wong of J.P. Morgan Asset Management.

Patterson said in a statement that the retirement institute brings together people from all sectors.

"We all benefit from SRI's efforts," Patterson said.

— Read Levenson to Succeed Kerzner at LIMRA, LOMA and LL Global, on ThinkAdvisor.

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