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Retirement Planning > Retirement Investing

Marie Rice and Eric Sondergeld Return to LIMRA in New Leadership Positions

By staff Writer

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LIMRA, Windsor, Conn., has announced that Marie Rice has joined LIMRA, as corporate vice president for retirement research.

“We are so pleased that Marie is returning to LIMRA at this time of great change, both for us and the member companies we serve,” said Bob Kerzner, president and CEO of LIMRA, LOMA and LL Global. “Her vast experience and knowledge will be invaluable as we explore ways to bring our retirement research to the next level, an area where we want to be top of mind with our members.”

In her new role, Marie will be responsible for LIMRA’s retirement research program, which focuses on annuities, defined contribution plans and retirement planning and includes monitoring industry results and conducting in-depth topical studies. In addition, she will increase our focus on the retirement income (or “payout”) phase, ensuring that LIMRA has the metrics the industry will need going forward.

Most recently, Marie was vice president for market insights at Fidelity Investments. Specifically, she led employer and product research for retirement services. Her extensive background and innovative approach will help broaden LIMRA’s program and expand our presence in the retirement research market.

Marie previously worked for LIMRA from 1985 -1987 as associate project director.

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LIMRA has also announced that Eric Sondergeld will return to LIMRA to lead its new strategic initiatives program.

“In this newly established position, Eric will dedicate his time to looking beyond the present and finding ways that LIMRA can be forward-thinking and grow our organization,” said Bob Kerzner, president and CEO of LIMRA, LOMA and LL Global. “Known for his knowledge and deep understanding of the industry, Eric is ideal to lead our new strategic initiatives program and help us be the premier research organization in our industry.”

As corporate vice president of strategic initiatives, Eric will be working on broad strategic initiatives to better position LIMRA for the future. For example, Eric will be responsible for developing and implementing Data Quest, a project designed to ensure that LIMRA’s data reflects the industry changes in terms of new products, expanded distribution methods, innovative compensation arrangements and other operational improvements. Eric will guide the efforts to re-examine all of the data LIMRA collects; determine new metrics needed to keep pace with industry changes; and adapt the collection methods and requirements so that it continues to be relevant and useful.

Eric also will examine the opportunities for benchmarking research in operational areas and explore ways LIMRA can collaborate with other organizations in the industry to expand our research.

“To remain competitive, I firmly believe you must invest in the future,” said Kerzner. “LIMRA’s future depends on our ability to identify and capitalize on opportunities that will strengthen our core and broaden our reach. Eric will be key in this endeavor.”

Eric previously worked for LIMRA from 1994 to 2007 as corporate vice president and director of retirement research.

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