Retirement Income Industry Association

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Here’s What the Recent RMA® Participants Are Saying

“What I like best about the RMA® is the combination of intellectual leadership and practical application. Inclusion of both components is crucial for success in an area as rapidly changing and expanding as retirement income planning.”
~ Christine Russell.

“In the process of preparing for and taking the RMA® exam, I realized how much I’ve learned about retirement planning that I never before understood. RIIA’s approach is not just more comprehensive, it places a sharp focus on the risk-management techniques that both advisors and retirees really need to understand and implement. I believe that any practitioner who is concerned about succeeding in retirement planning would benefit enormously from the practical insights conveyed by the RMA® program.”
~ David Macchia.

“Up until now there hasn’t been any formal training available to teach advisors the important differences between planning for accumulation and planning for retirement income. The Retirement Income Industry Organization (RIIA) is changing that. They developed a specialized curriculum one studies to become an RMA®, or Retirement Management Analyst®. The material is fabulous and offers a tremendous amount of insight into the difference between accumulating assets and ‘decumulating’ assets.”
~ Dana Anspach.

“There is a tremendous amount of newly organized information about the process of planning for retirement income in the RMA® curriculum. The concept of mastering the balance sheet is particularly useful and relevant. The 5 spoke approach is an excellent organizing structure. And, the online training tool is outstanding, bringing the art and the science of retirement income planning to life.”
~ Marcia Mantell.

“One thing I have learned in the 30 plus years of investing is that if you stop learning you stop growing. RMA® program was an excellent learning experience. It brings a different and very relevant point of view. I feel it is so important that I am urging everyone at the firm to take it.”
~ George Bernard.