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Member Area Login
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Member Companies
When you join RIIA, you join a group of illustrious, forward-thinking companies dedicated to defining the future of
retirement security for millions of Americans. Member companies contribute many resources, including time, money and
expertise, to bring together the best minds in the industry to study and solve retirement income challenges.
Institutional Membership Categories
Regular Members are firms that manufacture and/or distribute retirement income product and services.
Members may be considered for election to the RIIA Board. Regular members may participate where appropriate
on RIIA committees and are encouraged to identify other areas where they may contribute to RIIA's mission.
Each regular member's firm is entitled to one vote on any matter put before the membership for a vote.
Associate Members are individuals and firms that serve the industry such as law, accounting and
consulting firms. These members may be considered for election to the RIIA Board and are encouraged to
contribute to RIIA's mission through committee participation, conference administration, and expert
resources and research. These member firms pay a discounted membership fee and may become a regular member
upon payment of regular member dues. No regular member firm offering retirement income products, services,
and/or distribution may be an associate member.
Plan Sponsor Members are firms which sponsor qualified retirement and employee benefit programs.
These members are encouraged to contribute to RIIA's mission through committee participation, conference
administration, and participation in research initiatives. These members are encouraged to contribute
their real-world experience to RIIA initiatives with a view toward directly benefiting participants.
These firms pay a discounted membership fee.
Individual Membership Categories
FULL INDIVIDUAL members are financial advisors, as well as other
financial professionals and self-employed individuals (without employees)
that serve the industry and would otherwise fall into the "Associate" category. They provide retirement income planning advice and services to individuals or to client firms. These members are encouraged to contribute to RIIA's mission through committee participation, conference administration and participation in research initiatives. These members are encouraged to contribute their real-world experience to RIIA initiatives, with a view toward directly benefiting consumers. These professionals pay a discounted member fee.
BASIC INDIVIDUAL members are the same as Full Individual
members, but who do not have the time to participate in committee work or to
attend the conferences. These members still receive benefits of the View
Across the Silos and can keep abreast of the latest industry developments.
At any time these members may "upgrade" their membership to "Full Individual"
and enjoy additional benefits.
Click on expand/contract arrows to see member companies.
Regular Members
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American Century Investments (Founding Member) |
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Bank of America (Founding Member) |
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Genworth Financial (Founding Member) |
| Great-West Life & Annuity Insurance Co. |
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ING U.S. Financial Services (Founding Member) |
| LPL Financial Services Inc. |
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MassMutual (Founding Member) |
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Merrill Lynch & Co., Inc. (Founding Member) (WOS) |
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Nationwide Financial (Founding Member) |
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Oppenheimer-Funds, Inc. (Founding Member) (WOS) |
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Russell Investment Group (Founding Member) |
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Symetra Financial (Founding Member) |
| Transamerica Retirement Management |
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Wachovia (Founding Member) |
Associate Members
| Cannex Financial Exchanges LTD |
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Convergnet Retirement
Plan Solutions, LLC |
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Depositary Trust
& Clearing Corporation (DTCC) |
| Financial Research Corporation (FRC) (WOS) |
| Ibbotson / Morningstar (Founding Member) |
| Impact Technologies Group, Inc. |
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Mantell Retirement
Consulting (Sole Practitioner) |
| Mast Hill Consulting, Inc (Sole Practitioner) |
| Mathew Greenwald & Associates, Inc. |
| NextStep Defined Contribution |
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Pepe&Hazard LLP (Founding Member) |
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PLANSPONSOR (Asset International) (Founding Member) |
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Retirement
Learning Center (RLC) |
| Strategic Business Intelligence |
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Wealth2K, Inc. (Founding Member) |
Special Advisors to the Board
| Anna Rappaport Consulting |
| Boston University -
Larry Kotlikoff |
| Boston University -
Pirooz Vakili |
| Boston University - Zvi Bodie |
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California Institute of Finance - Somnath Basu |
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Dartmouth College
- Annamaria Lusardi |
| Financial Life Cycle Planning |
| Integrity Research Associates, LLC - Mike Mayhew |
| Merrill Lynch - Jerry Kenney |
| Northwestern Mutual Wealth Management Company |
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Rockport Funding, LLC
- Keith Jarrett |
| Santa Clara University - Meir Statman |
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Temple University
- Jack VanDerhei |
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University of Illinois - Jeffery R. Brown |
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Wharton School -
David F. Babbel |
| York University - Moshe Arye Milevsky, Ph.D. |
Plan Sponsors
| Russell Reynolds Associates |
Full Individual Member
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Adamson Financial Planning |
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Callahan Retirement
Planning Services, Inc. |
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Resources, Estates, Assets, Planning |
Basic Individual Member
| Abar Pension Services, Inc. |
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American Retirement Planning Services, Inc. |
| Behavioral Research Associates |
| Bennington Asset Management, Inc. |
| BluePrint Financial Services |
| Briggs Matsko (Lincoln Financial Advisors) |
| Cascade Financial Advocates |
| Cassidy Retirement Group, Inc. |
| Charles R. Green
& Associates, Inc. |
| Christine Russell Retirement Consulting |
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Commonwealth Financial Network |
| Diamond Management & Technology Consultants |
| Diamond Retirement Planning Ltd. |
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DMR Advisors Marketing LLC |
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Eagle Retirement Consulting |
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First Legacy Investors, Inc. |
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Gallant Distribution
Consulting |
| Hartford Life - Kelly Hewes |
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Income Solutions for Life |
| Kevin Avent - Unified Tru |
| Leslie Edgcomb, CFP, CIMA |
| Lincoln Financial Advisors - Marjorie Snelling |
| M. Griffith Investment Services, Inc. |
| Mark J. Snyder Financial Services, Inc. |
| Navy Federal Credit Union |
| Northwest Asset Management |
| Paradigm Wealth Management, LLC - David Giegerich |
| Paradigm Wealth Management, LLC - David Provinsal |
| Phase 2 Investment Advisers, LLC |
| Planacorr Wealth Management, LLC |
| Rausch Financial Services |
| Russo Financial Management |
| Sensible Financial Planning |
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SVA Wealth Management, Inc. |
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Tomkins and Associates, LLC |
| Trajectory Asset Management LLC |
| Triple Helix Corporation - Jason Brittner |
| Triple Helix Corporation - John Dundas |
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Twenty-First
Securities, Corp |
| VALIC Financial Advisors, Inc. |
| Wachovia Securities - Kim Michalak |
| Wealth Management Solutions, LLC |
| Willink Asset Management, LLC |
Affiliated Associations
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Center for Retirement Research/Boston College |
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Employee Benefit Research Institute (EBRI) |
| Financial Services Institute, Inc.
(FSI) |
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Institut de Finance Structuree a Paris - IFSP |
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Investment Adviser Association
(IAA) |
| LIMRA, LOMA,
& LL Global, Inc. |
| National Association for Fixed Annuities(NAFA) |
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Society of Actuaries (SOA) |
Media Partners
| PLANSPONSOR (Asset International) (Founding Member) |
| Retirement Income Journal (RIJ) |
Regulators
| Financial Services Commission of Ontario |
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