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Property development and investment for Asia's retirement living and aged care industry

Member Companies

When you join RIIA, you join a group of illustrious, forward-thinking companies dedicated to defining the future of retirement security for millions of Americans. Member companies contribute many resources, including time, money and expertise, to bring together the best minds in the industry to study and solve retirement income challenges.

Institutional Membership Categories

Regular Members are firms that manufacture and/or distribute retirement income product and services. Members may be considered for election to the RIIA Board. Regular members may participate where appropriate on RIIA committees and are encouraged to identify other areas where they may contribute to RIIA's mission. Each regular member's firm is entitled to one vote on any matter put before the membership for a vote.

Associate Members are individuals and firms that serve the industry such as law, accounting and consulting firms. These members may be considered for election to the RIIA Board and are encouraged to contribute to RIIA's mission through committee participation, conference administration, and expert resources and research. These member firms pay a discounted membership fee and may become a regular member upon payment of regular member dues. No regular member firm offering retirement income products, services, and/or distribution may be an associate member.

Plan Sponsor Members are firms which sponsor qualified retirement and employee benefit programs. These members are encouraged to contribute to RIIA's mission through committee participation, conference administration, and participation in research initiatives. These members are encouraged to contribute their real-world experience to RIIA initiatives with a view toward directly benefiting participants. These firms pay a discounted membership fee.

Individual Membership Categories

FULL INDIVIDUAL members are financial advisors, as well as other financial professionals and self-employed individuals (without employees) that serve the industry and would otherwise fall into the "Associate" category. They provide retirement income planning advice and services to individuals or to client firms. These members are encouraged to contribute to RIIA's mission through committee participation, conference administration and participation in research initiatives. These members are encouraged to contribute their real-world experience to RIIA initiatives, with a view toward directly benefiting consumers. These professionals pay a discounted member fee.

BASIC INDIVIDUAL members are the same as Full Individual members, but who do not have the time to participate in committee work or to attend the conferences. These members still receive benefits of the View Across the Silos and can keep abreast of the latest industry developments. At any time these members may "upgrade" their membership to "Full Individual" and enjoy additional benefits.

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Regular Members


Allianz Global Investors

American Century Investments (Founding Member)

Bank of America (Founding Member)

BlackRock

Fidelity Investments

Genworth Financial (Founding Member)

Great-West Life & Annuity Insurance Co.

ING U.S. Financial Services (Founding Member)

LPL Financial Services Inc.

MassMutual (Founding Member)

Merrill Lynch & Co., Inc. (Founding Member) (WOS)

National Life Group

Nationwide Financial (Founding Member)

New York Life Insurance

Northwestern Mutual

Oppenheimer-Funds, Inc. (Founding Member) (WOS)

Russell Investment Group (Founding Member)

SunTrust Banks

Symetra Financial (Founding Member)

Transamerica Retirement Management

Unifi Companies

Wachovia (Founding Member)

Associate Members


401k Exchange

Archimedes Systems

Brightwork Partners LLC

Cannex Financial Exchanges LTD

Convergnet Retirement Plan Solutions, LLC

Depositary Trust & Clearing Corporation (DTCC)

Ernst & Young LLP

Financial Engines

Financial Research Corporation (FRC) (WOS)

Forethought

Groom Law Group

Guided Choice

Healthview Services

Ibbotson / Morningstar (Founding Member)

Impact Technologies Group, Inc.

Jorden Burt LLP

Klein Decisions, LLC

LifeYield

Mantell Retirement Consulting (Sole Practitioner)

Mast Hill Consulting, Inc (Sole Practitioner)

Mathew Greenwald & Associates, Inc.

Mercatus Partners LLC

NextStep Defined Contribution

Oculus Partners LLC

Pensco Trust Company

Pepe&Hazard LLP (Founding Member)

PLANSPONSOR (Asset International) (Founding Member)

Reish & Reicher

Retirement Learning Center (RLC)

Source Media

Strategic Business Intelligence

Turner Consulting LLC

Wealth2K, Inc. (Founding Member)

Special Advisors to the Board


Advisor Insights, Inc.

Anna Rappaport Consulting

Boston University - Larry Kotlikoff

Boston University - Pirooz Vakili

Boston University - Zvi Bodie

California Institute of Finance - Somnath Basu

Dartmouth College - Annamaria Lusardi

Farrell J. Dolan

Financial Life Cycle Planning

Hans Carstensen

Harvard - David Laibson

Howard Bloom

Integrity Research Associates, LLC - Mike Mayhew

Merrill Lynch - Jerry Kenney

Northwestern Mutual Wealth Management Company

Rockport Funding, LLC - Keith Jarrett

Santa Clara University - Meir Statman

Stephen P. Zeldes

Strategic Ethos

Temple University - Jack VanDerhei

UCLA - Shlomo Benartzi

University of Illinois - Jeffery R. Brown

Wharton School - David F. Babbel

York University - Moshe Arye Milevsky, Ph.D.

Plan Sponsors


Alcatel-Lucent

Russell Reynolds Associates

Full Individual Member


Adamson Financial Planning

Callahan Retirement Planning Services, Inc.

CFA Institute

Fuerman

Mulligan Capital, Inc.

Resources, Estates, Assets, Planning

WSI, Inc

Basic Individual Member


Abar Pension Services, Inc.

American Retirement Planning Services, Inc.

AXA-Advisors

Behavioral Research Associates

Bennington Asset Management, Inc.

Blue Prairie Group

BluePrint Financial Services

Brian Lefort

Briggs Matsko (Lincoln Financial Advisors)

Caldwell Partners Intl.

Capital Converter

Capital Financial

Cascade Financial Advocates

Cassidy Retirement Group, Inc.

CDI Advisors LLC

Charles R. Green & Associates, Inc.

Christine Russell Retirement Consulting

Commonwealth Financial Network

Devin Reid - 1st Global

Diamond Management & Technology Consultants

Diamond Retirement Planning Ltd.

DMR Advisors Marketing LLC

Eagle Retirement Consulting

Energi

Evans Capital Management

Evensky & Katz

Farrow Financial

First Legacy Investors, Inc.

Fred Tedeschi

Gallant Distribution Consulting

GC Consultants

Guidance Point Advisors

Hartford Life - Kelly Hewes

Income Solutions for Life

James Casey

Jerold Weinstein CPA

JKD Consulting Services

John G. Bonvouloir

Kevin Avent - Unified Tru

Leslie Edgcomb, CFP, CIMA

Life Sales, LLC

Lincoln Financial Advisors - Marjorie Snelling

LMB Group Inc.

M. Griffith Investment Services, Inc.

Mark J. Snyder Financial Services, Inc.

Mark McGregor & Co.

Navy Federal Credit Union

Northwest Asset Management

NPR - The Founders Group

Paradigm Wealth Management, LLC - David Giegerich

Paradigm Wealth Management, LLC - David Provinsal

Phase 2 Investment Advisers, LLC

PJ Walker Communications

Planacorr Wealth Management, LLC

Planned Estate Services

Practical Perspectives

Praxis Consulting

Prout Financial Design

Rausch Financial Services

RetirementJobs.com, Inc

Russo Financial Management

Samuel Lapsley

Sands & Associates

Schiff Hardin LLP

Sensible Financial Planning

Smude & Associates, Inc.

String Financial, LLC

Suncoast Financial

SVA Wealth Management, Inc.

Taos Advisors LLC

Tomkins and Associates, LLC

Tony Pondel CFP, P.C.

Trajan Partners, LLC

Trajectory Asset Management LLC

Triple Helix Corporation - Jason Brittner

Triple Helix Corporation - John Dundas

Twenty-First Securities, Corp

VALIC Financial Advisors, Inc.

Velocity Capital, Inc.

Wachovia Securities - Kim Michalak

Wealth Management Solutions, LLC

Willink Asset Management, LLC

WNA Wealth Advisors

Affiliated Associations


ASPPA

Employee Benefit Research Institute (EBRI)

Financial Services Institute, Inc.

IRI / NAVA

LIMRA, LOMA, & LL Global, Inc.

NAFA (National Association for Fixed Annuities)

National Association of Real Estate Investment Trusts (NAREIT)

Society of Accuraries (SOA)

The IFID Centre

The Professional Risk Managers' International Association (PRMIA)

Media Partners


InvestmentNews

InvestmentWires)

PLANSPONSOR (Asset International) (Founding Member)

Research Magazine

Retirement Income Journal (RIJ)

Source Media

Regulators


Financial Services Commission of Ontario

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