2009 RIIA ANNUAL MEETING AND AWARDS DINNER
October 5th and 6th.

RIIA Awards Dinner - hosted by David Macchia

Gold Sponsor Keynote - Mark Benson, Merrill Lynch Global Wealth Management

Keynote - Howard Bloom, author The Genius of the Beast, Global Brain, The Lucifer Principle, Co-Sponsored by Allianz and Merrill Lynch Global Wealth Management

The 2009 award winners are:

Retail Retirement Income Communications Award Sponsored by InvestmentNews

New Media
Winner:  Sun life Financial
Name of Entry:  Ready to Roll Client Seminar Program

Printed Materials
Winner:  Black Rock
Name of Entry:  Maximize Social Security Income: Transforming Social Security into Winning Retirement Strategies

Defined Contributions Communications Awards Sponsored by PLANSPONSOR
 
DC Advisor Award
Winner:  Principal Financial Group
Name of Entry:  Principal Retirement Income Edge
 
DC Plan Participant Award
Winner:  MetLife
Name of Entry:  Income Annuities Guide

Retirement Income Advertising Award Sponsored by InvestmentWires

Winner: ING
Name of Entry:  Protect Your Number

Achievement in Applied Retirement Research Sponsored by Research Magazine

In addition to the communications awards, special recognition was given to Laurence J. Kotlikoff, Professor of Economics at Boston University, as the recipient of the 2009 Achievement in Applied Retirement Research. This award is given annually to the academic researcher in recognition of his or her scholarly and applied research which has truly influenced the field of retirement income management and financial planning. Previous winners of the award are Moshe Milevsky (in 2008), Executive Director of The IFID Centre and associate professor at York University, and Boston University Professor Zvi Bodie (in 2007).

RIIA's 3nd Annual Meeting.

The event was a one-of-a-kind venue for RIIA members and non-members to share The View Across Silos.

Traditional Retirement Planning Failed; How will a New Approach Work?

When the bottom dropped out of our economy last fall, it became clear that traditional retirement planning didn't work. Recent events have now shown that the planning approach was overly focused on a single aspect of the advisory process.

A new cutting edge paradigm is being built for long term success. At RIIA's Annual Meeting and Awards Dinner, participants will have a one-of-a-kind opportunity to preview, review and discuss the new RIIA Advisory Process. This unique "Across the Silos" advisory approach provides a broader, more comprehensive process for advisors and companies to follow in helping investors through the "new normal" of today's retirement income and management challenges.

In addition, each registered attendee received a copy of the new book by Francois Gadenne and Mike Zwecher which lays out the details of the RIIA Advisory Process.

Conference Brochure: view