Spring 2013 Issue Now Available
The Spring 2013 issue of the Retirement Management Journal, Vol. 3, No. 1, which was sponsored by Allianz Global Investors,
is now available to members and subscribers.
This issue features many papers that will be of use and value to all retirement management professionals. Once such paper is the winner of the 2013 Thought Leadership Award for Practitioners,
"Implications of and Key Findings from Recent Society of Actuaries (SOA)
Research.
Written by Ms. Anna Rappaport, FSA,MAAA, this paper presents not only the findings of two new SOA studies but she also offers insights for advisers who want to better serve the post-retirement needs of the middle-income market. One notable highlight from the paper is her call for advisers to use holistic, process-based strategies rather than product-focused strategies when helping Americans build their retirement-income plans.
The issue also features a paper, "Retiring in an Era of Financial Repression," written by Stefan Hofrichter, CFA, David Hollis, Hans-Jorg Naumer, Dennis Nacken, CFA, Greg Meier, and Kristina Hooper, CFP, CIMA, of Allianz Global Investors. This paper details what tools are best suited to protect assets and purchasing power during times of
"financial repression."
Members can access
the RMJ Spring 2013 issue by logging into the RIIA member area.
RIIA VLC Webinar: Home Office Track
Retirement Income Adequacy at Large U.S. Companies: The Real Deal, 2012
Wednesday, May 15
Members can view the recording in the member area.
This webinar will take a close look at retirement income adequacy and what employees need for a comfortable retirement. We'll explore the Aon Hewitt's latest research, "Retirement Income Adequacy at Large U.S. Companies: The Real Deal, 2012."
The research analyzes plan designs and behavior from 2.2 million employees at 78 large U.S. companies. Most importantly, our discussion will focus on specific action steps for employers and employees to improve their results.
Presenters:
Rob Reiskytl, FSA, MAAA
Partner, Leader of Retirement Plan Strategy and Design
Aon Hewitt
Barb Hogg
Partner, Retirement Communication Leader
Aon Hewitt
Reminder:
Note that attendance at the webinar counts towards required CE for RIIA's RMA designation. One webinar = 1 hour of credit.
For RIIA institutional members, all employees within the company are RIIA members and should take advantage of this member benefit.
RIIA VLC Webinar: Advisor Track
Positioning and Delivering Retirement Income with Clients
Wednesday, May 1
Log In to view webinar.
The webinar will provide advisors across channels with insight on how their peers are shifting their practices and approach in delivering retirement income and how they attract and engage this growing base of clients.
The presenters will share findings from a new research report
- "Retirement Income Insight 2013: Attracting and Engaging Retirement Income Clients". The report is based on new quantitative research with over 600 advisors across channels. As well as a soon to be released advisor guidebook
- "Positioning and Delivering Retirement Income with Clients: An Advisors
Guide."
We will discuss elements of developing and refining an effective retirement income offering including processes, products, services and philosophies, well as positioning and communicating retirement income with clients and prospects to develop a thriving retirement income practice.
Presenters:
Howard Schneider
President, Practical Perspectives LLC
Dennis Gallant
President, GDC Research
View Up-Coming
RMA Courses
