The Art and Science of the Retirement Policy Statement
Thought-Leadership and Best Practices for Retirement Income Management
October 23 – 24, 2014
Wells Fargo offices – Charlotte, NC
Conference hashtag #riiafc
Presentations are now available in member area.
The Retirement Income Industry Association’s Fall Conference, The Art and Science of the Retirement Policy Statement, was an important event for RIIA, its members and the entire retirement income industry. It surely was a forum for thought leadership and best practices as it brought to light and clarified these key points:
1- The minds of the industry’s thought leaders (e.g. Merrill Lynch, Morgan Stanley, Wells Fargo, etc.) are now with RIIA’s Retirement Management Analyst℠ (RMA℠) curriculum of advanced education and the Household Balance Sheet℠ (HHBS℠) approach to planning.
2- The industry’s ability to execute on this understanding is not there yet. RIIA will intensify its focus on helping the industry create a more effective culture for retirement income planning and management.
3- The investment culture and the insurance culture current attempts to bring the RMA/HHBS into their cultures are still akin to “being a little bit pregnant”. They are talking the talk of the HHBS, but still walking the walk of their own investment/insurance cultures.
The View Across the Silos that RIIA embraces works to implement the RMA/HHBS approach that stands on its own because it is the bigger story that includes the investment culture and the insurance culture as parts that have a proper place for specific client segments, fundedness, and specific risk management techniques through the HHBS analysis.
Those who could not make the conference will be able to see the full directory of speakers and the agenda on the RIIA website, www.riia-usa.org. Members may access all available presentation in the Members-Only section of the RIIA website.
RIIA Congratulates the 2014 Award Winners
Achievement in Applied Retirement Research sponsored by Research Magazine / ThinkAdvisor
Jeffrey Brown, Ph.D. Professor of Finance and William G. Karnes Professor of Finance and Director of Center for Business & Public Policy, University of Illinois. To learn more about this achievement see the recent press release.
Innovation in Income Retirement Products Award, sponsored by the Retirement Income Journal
Mark Iwry, Senior Advisor to the Secretary of the Treasury, Deputy Assistant Secretary (Retirement and Health Policy), U.S. Department of the Treasury. He played a pivotal role in the creation of Qualified Longevity Annuity Contracts (QLACs), a new type of tax-qualified income annuity under which Americans can defer income and required minimum distributions, within certain limits, until as late as age 85.
2014 Academic Thought Leadership Award sponsored by the Retirement Management Journal
Nguyen Dang Tue, Ph.D. Hanoi University of Science and Technology, School of Economics and Management, for the paper: “Decision Rules Strategies in Retirement Planning” which appears in the Retirement Management Journal • Vol. 4, No. 2.
Retail Retirement Income Communications Award sponsored by InvestmentNews
Print: Prudential Financial
Entry: Financial Planning Considerations for Same-Sex Couples After Windsor
Accepted by: Josh Stoffregen, Director of Global Communications, for Prudential Financial
Retirement Income Digital Communications Award sponsored by InvestmentNews
Federal Retirement Thrift Investment Board
Entry: www.tsp.gov/take | Take FIVE for your Future Microsite
Accepted by Beth Perry, Project Manager, for the Federal Retirement Thrift Investment Board
If interested in taking advantage of sponsorship opportunities for our 2015 Spring Conference, March 23-24, 2015, contact Francois Gadenne: firstname.lastname@example.org
Thank You to Our Sponsors
2014 Spring Conference presentations are available in member area.
Participants explored in depth the value and power of the Retiree Household Balance Sheet in driving your enterprise to success in the retirement income industry.
View Last Fall’s Conference Highlights
RIIA gathered some of the best and brightest in the industry to offer a unique View Across the Silos event. World class speakers explored:
Retirement Income — Practical Solutions in an Uncertain World.