Retirement Income Industry Association

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Thought Leadership Awards

The Thought Leadership Awards program recognizes authors of papers who demonstrate excellence in original thinking and industry leadership. It consists of two categories:

Practitioner Thought Leadership Award (Spring issues): Practitioner authors may range from financial advisors to product development managers to marketing communications experts.

Academic Thought Leadership Award (Fall issues): Scholars may include academics from across the realm of educational institutions.

The RMJ and the Thought Leadership Awards are sponsored by Allianz Global Investors (AGI), a firm recognized for its support of academic research in the fields of retirement income and investment strategies for pensions and retirement.

The Retirement Management Journal is now on Amazon.

Previous Award Winners

Fall 2013

The Retirement Income Industry Association Presents the Third Annual Retirement Management Journal Academic Thought Leadership Award

The Retirement Income Industry Association (RIIA) announces the winners of its third annual Retirement Management Journal Academic Thought Leadership Award. Michael E. Kitces, a partner and director of research for the Pinnacle Advisory Group and publisher of the Kitces Report and Nerd’s Eye View, and Wade D. Pfau, a professor of retirement income at the American College, will receive the award along with the $2,500 prize at RIIA’s Fall Conference & Awards Gala in Austin, Texas, on October 7, 2013. Francois Gadenne, the Executive Director and Chairman of the Board of RIIA, will present the Thought Leadership Award. In addition, Kitces’ and Pfau’s award-winning paper, “The True Impact Of Immediate Annuities On Retirement Sustainability: A Total Wealth Perspective,” will be featured in the Spring 2014 issue of the Retirement Management Journal℠ (RMJ℠). The RMJ is the first peer-reviewed publication serving financial advisors, practitioners, executives, and scholars who are interested in all topics relating to retirement-income planning and management.

Spring 2013

Retirement Income Industry Association Announces Winners of the 2013 Practitioner Thought Leadership Award

Anna M. Rappaport, FSA, MAAA, Chair of the Society of Actuaries (SOA) Committee on Post Retirement Needs and internationally recognized expert on retirement systems and workforce issues, was chosen for her paper:
“Insights to Support Better Retirement Planning: Implications of and Key Findings from Recent Society of Actuaries Research.”

The winning paper includes the findings of two new SOA co-sponsored studies,
“Running Out of Money” and “The New American Family”. It offers insights for financial advisors who want to better serve the post-retirement needs of the middle income market.

Fall 2012

Retirement Income Award Winners Recognized at the Retirement Income Industry Association’s Fall Conference and Gala

The 2012 Academic Thought Leadership Award was shared by Wade Pfau, Ph.D., an Associate Professor of Economics at the National Graduate Institute for Policy Studies in Tokyo, Japan for his paper, “Choosing a Retirement-Income Strategy: Outcome Measures and Best Practices,” and a team of authors comprising David Blanchett, CFA, Head of Retirement Research; Maciej Kowara, Ph.D., CFA; Senior Research Consultant; and Peng Chen, Ph.D.,CFA, President from Morningstar Investment Management for their paper “Optimal Withdrawal Strategy for Retirement-Income Portfolios.”

Spring 2012

Retirement Income Industry Association Announces Winners of the 2012 Practitioner Thought Leadership Award

Sherrie Grabot, CEO of GuidedChoice and Harry Markowitz, Ph. D., Chief Architect of Investment Solutions for GuidedChoice and professor of finance at the Rady School of Management at the University of California, San Diego, who is best known for his pioneering work in Modern Portfolio Theory, as well as Ming Wang, CIO, GuidedChoice Chief Architect of investment solutions for GuidedChoice and and Ganlin Xu, CTO, GuidedChoice, received the 2012 Practitioner Thought Leadership Award for their paper:
“Financial Guidance Theory, developed by Harry Markowitz, Ph.D.”.

Dylan Huang, Corporate Vice President, New York Life Insurance Company; Matthew Grove, Vice President, New York Life Insurance Company; and, Todd Taylor, Senior Actuarial Assistant, New York Life Insurance Company also received the 2013 Practitioner Thought Leadership Award for their paper:
“The Efficient Income Frontier: A Product Allocation Framework for Retirement.”

Fall 2011

Retirement Income Industry Association to Unveil the First Award for Academic Thought Leadership at Upcoming Fall Conference

The winners of the 2011 Academic Thought Leadership Award were Duncan Williams, CFP, Doctoral Candidate and Graduate Instructor in the Personal Financial Planning Division of Texas Tech University, and his advisor, Michael S. Finke, PhD, Associate Professor and Coordinator of the Personal Financial Planning Division, for their paper
“Determining Optimal Withdrawal Rates: An Economic Approach.”

Spring 2011

Retirement Income Industry Association Announces Winners of the First Practitioner Thought Leadership Award

Zachary S. Parker, CFP, Director of Annuities and Insurance, and Paul R. Lofties, CFP, ChFC, Vice President of Wealth Management and Acquisitions for Securities America, received the 2011 Practitioner Thought Leadership Award for their paper
“Capturing the Income Distribution Opportunity: A Historical Analysis of Distribution Philosophies and a Solution for Today.”