2007 Annual Managing Retirement Income Conference

February 12-14, 2007, Boston, MA

RIIA's annual conference offered a unique opportunity to learn from the pros and gather new thinking and insights from prominent speakers who are affiliated with many of the industry's most well-known, innovative and respected companies. There were also opportunities to pursue special interests from a variety of product, communications, marketing and technology disciplines.

Speaker Biographies

See links to Conference Presentations below:

	Day 1
8:30	Opening Remarks from Conference Chairman Francois Gadenne, Founding Chairman, RETIREMENT INCOME INDUSTRY ASSOCIATION
CONTEXT MAPPING
8:40	Introduction by Section Co-Chair David Macchia, President & CEO WEALTH2K, INC.
8:45	The Big Picture Story: The Future of Retirement Moderator: Charlie Ruffel, President & CEO PLANSPONSOR Panelists: Stephen Mitchell, Director of Investor Education and Planning Tools, MERRILL LYNCH Zvi Bodie, Professor, BOSTON UNIVERSITY SCHOOL OF MANAGEMENT
9:30	What the Data Shows: The Trends of Retirement Jerry Kenney, Vice Chairman, MERRILL LYNCH This presentation can be found within the RIIA Member Area. Please log in to view the presentation. Chris Brown, Director of Market Strategy, COGENT RESEARCH
10:45	What the Investors Think: Moving from Risk-Aversion to Loss Aversion? Ruth Mitman, Ph.D, Founder and President, THE MITMAN GROUP LLC Part I, Part II Meir Statman, Glenn Klimek Professor of Finance, SANTA CLARA UNIVERSITY
SPECIAL KEYNOTE PRESENTATION
1:00	Ray Kurzweil, Author, THE SINGULARITY IS NEAR This presentation can be found within the RIIA Member Area. Please log in to view the presentation.
THE PRESENT OF RETIREMENT: EXISTING PRODUCTS
2:00	Introduction by Section Co-Chair Robert DelCol, President, FUNDQUEST
2:05	Existing Investment Company Solutions Moderator: Mike Graci, Retirement Specialist, BLACKROCK Panelists: Lynne Ford, Director of Sales and Distribution Strategy for the Retirement and Investment Products Group, WACHOVIA Garth Bernard, Vice President, Product Strategy, METLIFE
2:50	The Role of Life Insurers in Boomer Retirement Security Moderator: David Macchia, President & CEO, WEALTH2K, INC. Panelists: Tom MacLeay, Chairman of the Board, President and CEO, NATIONAL LIFE GROUP Harry Stout, President, Annuity Business Group, ING FINANCIAL SERVICES Tom Godlasky, President & CEO, AMERUS GROUP
4:00	Existing Process Solutions Moderator: Richard Fullmer, Senior Strategist, RUSSELL INVESTMENT GROUP Panelists: Robert DelCol, President, FUNDQUEST Daniel E. Rosshirt, Senior Manager, DELOITTE CONSULTING LLP Bill Lowe, Head of Financial Solutions Group, ING FINANCIAL ADVISORS
4:45	Retirement Income Planning: A View From the Advisor's Perspective Moderator: Robert A. Kerzner, President & CEO, LIMRA INTERNATIONAL Panelists: Briggs Matsko, CFP, Investment Advisor Representative, LINCOLN FINANCIAL ADVISORS Matthew Greenwald, MATHEW GREENWALD & ASSOCIATES Philip G. Lubinski, CFP, President, FIRST FINANCIAL STRATEGIES Richard Nersesian, Executive Director, Individual Retirement Plans, UBS FINANCIAL SERVICES
5:45	Day 1 Recap by Conference Chairman Francois Gadenne, Founding Chairman, RETIREMENT INCOME INDUSTRY ASSOCIATION
	Day 2
8:30	KEYNOTE BREAKFAST PRESENTATION: Analyzing Boomer Finances As They Transition Into Retirement John Ameriks, Senior Investment Analyst, VANGUARD With Introduction by: John Bahnken, President, Global Wealth Management Product Group, BANK OF AMERICA
	THE FUTURE OF RETIREMENT
	Track A: Investment Focus
9:30	Introduction by Section Co-Chair Chris Durbin, BANK OF AMERICA
9:35	The Salient Regulatory Constraints Moderator: Al Turco, Partner, PEPE & HAZARD LLP Panelists: Matthew Reece, Counsel, PEPE & HAZARD LLP Allan S. Friedland, Partner, JACKSON LEWIS
10:25	DB, DC, Retail Differences? Jerry Bramlett, CEO THE 401(k) COMPANY Keith Piken, BANK OF AMERICA Eric Levy, MERCER HR SERVICES
11:35	New Jobs or New Careers? Moderator: Laura DiFraia, WACHOVIA (Invited) Panelists: Laura Varas, Research Partner, FRC Laurence Stybel, Co-founder, STYBEL PEABODY LINCOLNSHIRE John Hoagland, Partner, MAINSTAY PARTNERS
	Track B: Insurance Focus
9:30	Introduction by Section Co-Chair John Pyndus, BANK OF AMERICA
9:35	New Jobs or New Careers? Moderator: Garth Bernard, Vice President, Product Strategy, METLIFE Panelists: Laurence Stybel, Co-founder STYBEL PEABODY LINCOLNSHIRE Laura Varas, Research Partner FRC Bing Waldert, Senior Analyst CERULLI ASSOCIATES
10:25	The Salient Regulatory Constraints Moderator: Joan Boros, Partner JORDEN BURT LLP Panelists: Martin Lybecker, Partner, WILMERHALE Steve Saxon, GROOM LAW GROUP
11:35	DB, DC, Retail Differences? Panelists: Bret Benham, TIAA-CREF Spencer Williams, Senior Vice President, Income Management Group, MASSMUTUAL Chris Mayer, Vice President, Retirement & Investor Services, PRINCIPAL FINANCIAL GROUP
12:20	KEYNOTE PRESENTATION: The Tectonic Shift from Accumulation to Distribution Robert Pozen, Chairman, MFS INVESTMENT MANAGEMENT
BEHAVIOR
	Afternoon Co-Chair: Brian Birmingham, VP, Institutional Market Strategy-Retirement Income Investments, GENWORTH
1:45	Talking 'Bout My Generation: Insights on Baby Boomers Connie Williams, Managing Partner, Insight Practice, SYNECTICS INC.
2:30	From Overall Trends to Market Segmentation: RIIA's Research Program Moderator: Kathleen Beichert, Senior Vice President, Director, Retirement Plans Product Management, OPPENHEIMERFUNDS, INC. Panelists: Elvin Turner, Managing Director, TURNER CONSULTING Larry Cohen, SRI CONSULTING BUSINESS INTELLIGENCE
3:50	From Market Segmentation to Risk Profiles Moderator: Elmer Rich, Account Manager, MARITZ RESEARCH Panelists: David McClellan, Vice President, Advisor Business Development, MORNINGSTAR ASSOCIATES Lisa Plotnick, Senior Analyst, CERULLI ASSOCIATES Nicolo Torre, Ph.D., CFA, Head of Research, ADVISOR SOFTWARE INC.
4:35	Conclusion and Wrap Up Francois Gadenne, Founding Chairman, RETIREMENT INCOME INDUSTRY ASSOCIATION