Made up of representatives from a wide range of RIIA® members, these forward-thinking financial services firms, academics in the retirement field as well as leading research and consulting firms come together monthly to discuss current challenges and opportunities.
To join the Research Committee or a working group, please contact Elvin Turner: 860-242-4878, firstname.lastname@example.org.
RIIA® Household Balance Sheet
RIIA’s Household Balance Sheet ViewSM is one of the most powerful tools in helping advisors work with clients on their retirement income planning and management.
In essence, it is an extension of the familiar net-worth statement, but with important differences that provide advisors with key information on whether or not a household is overfunded, underfunded, or constrained.
Learn more about this tool via RIIA’s Household Balance Sheet ViewSM overview document.
Members can view two Virtual Learning Center webinars given in 2014 about the Household Balance Sheet. Log in to the members area, select the tab for “vlc webinars” and scroll down to select the March 26th and July 15th.
Proprietary Research Series
RIIA’s Institutional and Advisor Strategic Study Research Series examines the impact of current changes and trends in retirement on financial institutions, advisors and advisory firms.
Five studies are now available to RIIA® members. Log in to the members area and select “Research Reports” under the “members area” tab.
The annual RIIA® Benchmarking Survey asks companies about their allocation of resources–People, Products, Organization and Distribution–in the retirement income space.
Led by Mathew Greenwald & Associates, the Benchmarking Survey provides RIIA® members with multiple years of trends and data.
Client firms need both data and insightful analysts. RIIA®’s team of professionals are available for consulting that is unique to your organization.
For more information, please contact Elvin Turner: 860-242-4878, email@example.com.