Retirement Management Journal^SM

Designed to promote research, scholarship, and innovative thinking on retirement management topics.

The Retirement Management Journal^SM (RMJ^SM) is a peer-reviewed publication that benefits from RIIA's "View Across the Silos" to centralize retirement income and retirement management papers. Currently these papers are published in "silo-specific" publications.

This makes them hard to find and little read by the retirement-focused Financial Advisors who are most in need of the thinking and practice sharing.

RMJ^SM papers contribute to broadening and deepening the industry's body of knowledge for retirement income and retirement management.

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."

We hope that you enjoy those and all the papers in this issue. And remember, there are many ways to support the Retirement Management Journal:

• Take advantage of a key RIIA member benefit: Institutional members of RIIA are able to distribute the pdf version of the RMJ to employees and associates

• In addition to your free subscription to the Retirement Management Journal, if you are an employee of a Institutional Regular Member you also get a free Individual Membership if you opt in. Benefits include the monthly eNews, priority access to the webinars, and the like

• Advertise/Sponsor: Our publication is now reaching thousands of financial advisers who hold themselves out to be retirement-income specialists. Plus, it's read by leading executives from many firms and organizations

• Buy reprints of papers or the entire RMJ issue for your sales and marketing efforts

• Subscribe: If you are not a member of RIIA, buy a subscription.

• Contribute: If you want to help expand the body of retirement-management knowledge and advance the profession, submit your papers to us. Authors' Guidelines.

Those interested in learning more about the Retirement Management Analyst (RMA) designation, please visit the RMA section of this site.

For the complete details about the RMA designation, please review the Manual for Compliance Officers.  

Back issues of the RMJ^SM are currently available.

Access the back issues of the RMJ now.

The RMJ^SM will accept papers for submission with the goal of making the magazine thought provoking, stimulating, practical, inspirational and sometimes controversial. Learn more about the Authors' Guidelines.

In addition, the RMJ^SM serves as required reading for those people who have achieved the RMA^SM advanced designation to earn continuing education credits. Learn more about the RMA^SM .

View Back Issues

---

Call for Papers

The editor of the Retirement Management Journal is now soliciting papers for the Spring "practitioner peer review committee" issue. The deadline for submissions is November 30, 2012. Accepted papers will be published in the Spring 2013 issue and shared at the RIIA Spring Conference hosted by Morningstar. In addition, the papers will be reviewed for the potential of winning the Practitioner Thought Leadership Award which is also presented at RIIA's Spring Conference.

The editorial focus is: What are practitioners doing to build and manage retirement income portfolios in light of global economic weakness, the zero-interest rate policy and central bank stimulus environment?

• What sort of risk management strategies and techniques are advisors using to produce retirement income?

• Are advisors suggesting that clients delay taking Social Security?

• Are they suggesting that clients work longer?

• Are they suggesting different drawdown strategies?

In this Spring issue, our goal is to present what is viewed Across the Silos of the industry as current best practices and offer fodder for study groups and ongoing discussions in 2013.

Please contact editor@retirementmanagementjournal.org for more information or to submit your paper.  

Thought Leadership Awards

The Thought Leadership Awards program recognizes authors of papers who demonstrate excellence in original thinking and industry leadership. It consists of two categories:

• Practitioner Thought Leadership Award - Practitioner authors may range from financial advisors to product development managers to marketing communications experts.

• Academic Thought Leadership Award - Scholars may include academics from across the realm of educational institutions.

Each award winner will be rewarded with $5,000 and their work will be published in the new RMJ^SM.

The RMJ^SM and the Thought Leadership Awards are sponsored by Allianz Global Investors (AGI), a firm recognized for its support of academic research in the fields of retirement income and investment strategies for pensions and retirement.