2008 RIIA ANNUAL MEETING AND AWARDS DINNER

RIIA's 2nd Annual Meeting and Awards Dinner was held on September 21 and 22 at the beautiful Hyatt Harborside at Boston's Logan International Airport. The event proved to be a one-of-a-kind venue for RIIA members and non-members to share The View Across Silos.

It was a time of exchange and insight among industry leaders, researchers, advisors and academics along with our noted authors and influential media who are addressing the difficult challenges across the retirement income continuum.

Highlights included keynote addresses from David Warsh, author of Knowledge and the Wealth of Nations: A Story of Economic Discovery, Dan McNamara, Managing Director of Bank of America Planning and Investment Products Group, and Michael Colon, Chief Operating Officer of DWS Investments. In addition, participants received updates on the great progress of innovative work being done by RIIA's Education and Research Committees as well as a panel on intellectual property and patents, and a review of the competitive retirement income product landscape from Chris Raham of Ernst & Young.

Attendees were also entertained enjoying the beautiful views and great food of the Harborside hotel at the RIIA Awards Dinner where Excellence in Communications and Lifetime Academic Achievement were recognized.

Click here for more information on the Award Winners.

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This Year's Awards Winners:

Lifetime Achievement Award sponsored by Research Magazine, Gil Weinreich, Editor Winner: Moshe Milevsky, Executive Director The IFID Centre and associate professor at York University

Retirement Income Advertising Award sponsored by The 401kWire, Sean Hanna, Editor Winner: ING (agency: BBDO Atlanta) Name of Entry: Your Number Runner up: John Hancock (agency:  Hill Holliday) Name of Entry: Plus

Retail Retirement Income Communications Award
sponsored by InvestmentNews,
Suzanne Siracuse, Publisher

New Media Winner: ING Name of Entry: ING LifePay Plus Microsite (www.inglifepayplus.com) Runner up: Fidelity Institutional Wealth Services Name of Entry: The Fidelity Retirement Income Planning Program

Printed Materials
          Winner: Fidelity Institutional Wealth Services
          Name of Entry: The Fidelity Retirement Income Planning Program

Defined Contributions Communications Award
sponsored by PLANSPONSOR,
Charles Ruffel, CEO

Advisor-Focused DC Communications Award Winner: Oppenheimer Funds Name of Entry: Retirement Income Planning Runner up: Principal Financial Name of Entry: "Sustaining Income Through Retirement" paper

Participant-Focused DC Communications Award
          Winner: Lincoln Financial Group
          Name of Entry: Where Do You Want To Go? Retirement Plan Distribution Options Guide

          Runner up: AIG Retirement
          Name of Entry: AIG Retirement Annuities and Rollover IRA Brochures

2008 Annual Meeting Presentations

Opening Remarks An update on the past, present and future value of RIIA to its membership Presentation by: Francois Gadenne, Chairman and Executive Director,  bio

Proprietary Research An overview of the RIIA-sponsored studies introduced in 2008 Presentation by: Greg Cherry, Chair Elvin Turner, Co-chair, bio Larry Cohen, bio

Keynote Address Insights and strategy for retirement success Presentated by: Dan McNamara, Managing Director, Bank of America Planning and Investment Products Group, bio

Intellectual Property in the Financial Industry - Panel Inventions, patents, trademarks, product design... what does the industry need to know? Moderator: Al Turco, RIIA Secretary, bio Panelists: David Benoit, Velorus Advisors, Mark Nowotarski, President, MPA LLC,

Education Requirements for the Future An overview of RIIA's plans for leading change for advisors Presented by: Ron DeCicco, Chair, bio George Wilbanks Robert Powell Chuck Robinson, Co-chair Bob Rafter

Keynote Address (Lunch) Michael Colon, Chief Operating Officer, DWS Investments, bio

Leading-edge Product Development Addressing the retirement income product landscape Presentation by: Chris Raham, RIIA Member, Ernst&Young, bio

The Outlook Committee Chairs offer updates on initiatives to address key industry challenges Moderator: Stephen Mitchell, Acting Chief Operating Officer, bio Committee Updates: Committee Chairs

Request a RIIA Speaker

RIIA members are often asked to speak at a variety of national and international forums on retirement income issues. 

To request a speaker, please Contact Us for more information or get in touch with Stephen Mitchell, Acting Chief Operating Officer, 609.558.1407, sm@riia-usa.org.