Quick Tips – RIIA®’s Summer Conference


Quick facts and information on RIIA’s content-rich Summer Conference and RMA® Master Class: CFP® and RMA CE credits. Conference sessions begin at noon on the 17th and end at noon on the 18th to allow for convenient travel as well as socializing with peers and speakers. Focused 45-minute sessions with ample time for Q&A. Topics determined by RMA professionals for practical … {Read more...}

RIIA®’s Summer Conference: Format, Process, Substance


During the first ten years of its 20-year business plan, RIIA produced 20 traditional retirement income conferences in traditional, business conference venues. Then, during our 10th year anniversary gala in 2015, we saw there were four other traditional retirement income conferences happening in that same week. It was time to innovate. In 2016, RIIA started a new style of retirement income … {Read more...}

Financial Wellness Explored Through SOA Award Winning Papers


Financial wellness is a topic that receives increasing attention every year.  The Society of Actuaries (SOA) has published a collection of 14 essays from actuaries and non-actuaries that explore financial wellness issues. These papers provide a thought-provoking array of views and perspectives which add to the discussion of important financial wellness issues. Six essays were chosen as award … {Read more...}

Replay Webinar: Liability Driven Strategies for Retirement Income Solutions – May 17


Date: Wednesday, May 17, noon – 1 pm ET This session will explore income solutions and how they fit into a holistic retirement income plan including Target Date strategies, the evolution of QDIA’s and a new, innovative Liability Investment Driven (LDI) strategy incorporated into QDIA/default strategies. Replay Presenter: Timothy J. Pitney, TIAA, Managing Director, Institutional … {Read more...}

Webinar Replay: Money & Women: Why Talking Sports, Sex, & Scare Tactics Don’t Work – May 3


Date: Wednesday, May 3, noon – 1 pm ET Replay Looking to win more new women clients and retain the ones you have? This webinar will help you step back and assess your chances of success.   It’s time to move beyond phrases like “skating to where the puck is going” or “we’re in the top of the 7th inning of our planning”. It’s important to know if you are being perceived as patronizing or … {Read more...}

RIIA’s Summer Conference – How To Get There, Where To Stay


RIIA®’s Summer Conference in Salem, “Minding the Gaps: Mapping Compliance Solutions for The DOL’s Fiduciary Rule and Beyond...,” will take place July 17 – 18, 2017, at Salem State University (SSU) in Salem, MA, 20 miles north of Boston. Register now (Early Bird discounts available until April 30th). The conference will open with a presentation of our CTR Research Program paper by Patrick … {Read more...}