Ten years ago, companies and advisors from the insurance, investment management and advisory industries recognized the importance of developing retirement income planning solutions that started with client needs rather than products.
From The Retirement Income Industry Association®’s (RIIA’s) establishment, we have worked with industry leaders on an approach to retirement income planning inclusive of all client needs and industry solutions.Over the last decade, RIIA and its members have developed and championed concepts including: Measures of FundednessSM, the Household Balance Sheet ViewSM(HHBSSM) and The Retirement AllocationsSM.
RIIA’s institutional members comprise the largest retirement industry services providers including: Bank of America Merrill Lynch, Prudential Financial, TIIA, Nationwide and Franklin Templeton. They also include mid-sized and smaller companies and services providers including HealthView Services and CANNEX.
RIIA organizes conferences and events, professional education for RMAs, publishes a peer-reviewed journal (Retirement Management Journal®), offers twice-monthly retirement-focused webinars through its Virtual Learning Center, manages an 8,000 member LinkedIn discussion group, provides research and other services to the industry and its clients.
With a “View Across the Silos”, RIIA membership provides access to a range of perspectives and insights from across product categories and retirement disciplines, that provide perspective across product and industry horizons and create value for institutional and individual members.
We count industry thought leaders and leading advisors among our individual members.
In addition to members, RIIA engages with thousands of individuals and influencers through subscribers to our News & Views articles and our more than 8,000 strong LinkedIn group.