There is perhaps no greater financial issue facing an entire generation of Americans than the issue of creating durable, inflation-adjusted retirement income that can last 30 years or more in retirement. RIIA was founded by 29 institutional members in 2006 to provide a view across the business silos in order to shape the future of the retirement industry to better serve the millions of Americans facing retirement income security challenges.
The founding members felt that existing associations were generally lobbying-focused, and too frequently represented only the interests of a narrow segment, product or silo of the industry. They felt that creating RIIA and belonging to RIIA were necessary action steps to discover the new realities, develop innovative solutions, and deliver better advisory processes within the realm of retirement management and retirement income.
RIIA membership demonstrates to clients and business partners your serious focus on the business of retirement management and retirement income. RIIA has both institutional (companies) members as well as individual (advisors) members with membership exceeding 1,000 members and growing rapidly.
Retirement Income Opportunities
are the Beginnings of Great Enterprises
Find out how you can leverage the many opportunities in retirement income to build great enterprises.
Join us for our 10th Annual Spring Conference, March 17 – 18, at the Morningstar offices, Chicago, IL.
Hosted by our Platinum sponsor, Morningstar, attendees will experience cutting edge, relevant thinking and curriculum in retirement income management and planning. RIIA events offer in-depth presentations, thought leadership, and networking opportunities covering retirement income — one of the most complex and critical areas of financial planning.
Come to explore in depth the value and power of the Retiree Household Balance Sheet in driving your enterprise to success in the retirement income industry.
You’ll also have the opportunity to meet top executives from our Gold Sponsor, Merrill Lynch Wealth Management, Milliman/Even Keel Investment, Morgan Stanley, BNY/Mellon and our Silver sponsors, New York Life and The Depository Trust & Clearing Corporation (DTCC). Plus you’ll hear from leading financial advisors from across the country.
The agenda covers:
- Benchmarking and Spending Patterns Using the RIIA Retiree Household Balance Sheet
- Implications of Social Security and Health Care on the Household Balance Sheet
- Investing Trends for Boomer Retirees