Lori Lucas will retire by year-end as president and CEO of the Employee Benefit Research Institute, the organization announced.
Ms. Lucas, who assumed the roles in 2018, is "actively involved" in the organization's search for a successor, an EBRI news release said Thursday.
"I told the team that this isn't goodbye, just the start of a new chapter for EBRI and for me, personally," Ms. Lucas said in the news release. "It has been a great honor to lead this mission-focused organization, to build relationships with our members, and to have the opportunity to work alongside a team of professionals whose expertise, dedication and work product is truly unparalleled."
Ms. Lucas could not be reached for additional comment. Ron Dresner, a EBRI spokesman, declined to discuss the details or timetable of the search for her successor.
"Lori came in with a deep respect for EBRI and its mission, as well as an understanding of the quickly shifting paradigms and emerging trends that were redefining the employer/employee benefits industry," Joshua Cohen, chairman of the EBRI board of trustees, said in the news release. "Her approach enabled us to stay nimble, responsive, accessible and relevant to our members, and to employers, policy makers, individual workers and the media."
Ms. Lucas had been the Chicago-based executive vice president and defined contribution practice leader for Callan when she was hired in February 2018 for the EBRI jobs, succeeding Harry Conaway.
