Retirement Income Industry Association

The View Across The Silos

RIIA Fall Conference
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Welcome to RIIA

Press Release, June 24, 2015

Bank of America Merrill Lynch to Underwrite Retirement Income Industry Association’s 2015-16 Adviser and Retirement Industry Focused Webinars.
Read Press Release | Go to VLC Webinars

Membership Alert

RIIA® has just posted its position on the DOL Proposal on ERISA Fiduciary Status for Investment Advisers (the “Fiduciary Rule”).

RIIA’s competencies are set out in the latest version of RIIA®’s RMA® PROCEDURAL PRUDENCE MAP. You will see that the best practice competencies are of value to the fiduciary and non-fiduciary, alike. And, RIIA remains positioned to contribute to comment papers and submissions to the DOL.

Retirement Income Industry Association® (RIIA®) to Mark 10th Anniversary at Annual Conference

Program will celebrate, educate and connect thought leaders on retirement income issues

BOSTON, MA, June 8, 2015 – The Retirement Income Industry Association® (RIIA®) will mark its 10th anniversary at its annual conference and a gala dinner in September. RIIA was established in 2005 by 29 founding members to provide a view across product and business silos to better meet the needs of the millions of Americans facing retirement income security challenges. Read more…

Mark Your Calendar

Sept. 16-18, 2015 | Indianapolis

RIIA® will mark its 10th anniversary in 2015 in the same spirit that animated us in 2005, with unique events that reflect our “View Across the Silos”℠ positioning to help clients achieve better retirement outcomes.   

As we reach this important milestone, I am pleased that RIIA’s client-centric approach has been validated by the increasing adoption of our principles, the differentiation they provide to member companies and advisors, and improved client outcomes through the financial crisis.

Over the last ten years, RIIA’s leadership team, along with thought-leaders at companies, advisors and academia, have contributed to our unique Body of Knowledge, which is the basis of the RMA® curriculum.  The core conceptual signposts of “The Client Diagnostic Kit”SM (including “Measures of Fundedness”SM and “The Household Balance Sheet View”SM) and “The Retirement Allocations”SM underscore our client-centric approach.  “The RMA® Toolbox”SM  and the “RMA® Practice Management” SM  signposts reflect our commitment to comprehensive implementation and helping advisors leverage RIIA principles to build their businesses.

As we look forward, our anniversary provides an opportunity to bring members and non-members together in new ways to discuss and build on RIIA’s body of knowledge.

In the Spring of 2015, as the first of several anniversary events that will be announced over time, we will launch our first RIIA Advisor Forum, a week-long event that integrates our traditional Conference Programs with the RMA Boot Camps.  The Advisor Forum will offer attendees the opportunity to audit class presentations, deliver guest speaker presentations, attend break-out seminars and join Award presentations as well as small group dinners.  This event, and the others like it later in the year, are by invitation only.

For details on the 2015 Advisor Forum Week at Salem State University (SSU), visit the Events page.

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SSU – Retirement Management Analyst (RMA®) – Study Group

Date(s): Next group starting Fridays February 13, at 4:00 pm.

Learn more and register…

Advisor Resources on Amazon










RIIA in the News

RIIA’s Retirement Management Analyst® credentials mentioned in recent article. Credentials to Look for in a Financial Adviser

In LifeHealthPro, Meet 2 thought leaders who aim to revamp retirement planning by Warren Hersch.

Dirk Cotton Wins 2015 RIIA® Practitioner Thought Leadership Award

Dirk CottonDirk Cotton Wins 2015 RIIA® Practitioner Thought Leadership Award for Contributions to Retirement Body of Knowledge.

The new Retirement Management Journal® paper provides new perspective on Sequence of Return Risk and Path Dependence of Portfolio Outcomes. View Press Release

The Spring issue of RMJ® is available on Amazon: The Retirement Management Journal: Vol. 5, No. 1, Practitioner Peer Review Committee Issue (Volume 5)

The pdf version is available to members in the RIIA® member area.


Sept. 16-18, 2015 | Indianapolis
14.00 CE credit hours have been accepted by the CFP Board.