During the first ten years of its 20-year business plan, RIIA produced 20 traditional retirement income conferences in traditional, business conference venues. Then, during our 10th year anniversary gala in 2015, we saw there were four other traditional retirement income conferences happening in that same week. It was time to innovate. In 2016, RIIA started a new style of … {…}
News and Views
RIIA®’s Summer Conference: Format, Process, Substance
Financial Wellness Explored Through SOA Award Winning Papers
Financial wellness is a topic that receives increasing attention every year. The Society of Actuaries (SOA) has published a collection of 14 essays from actuaries and non-actuaries that explore financial wellness issues. These papers provide a thought-provoking array of views and perspectives which add to the discussion of important financial wellness issues. Six essays … {…}
Webinar: Liability Driven Strategies for Retirement Income Solutions – May 17
Date: Wednesday, May 17, noon – 1 pm ET This session will explore income solutions and how they fit into a holistic retirement income plan including Target Date strategies, the evolution of QDIA’s and a new, innovative Liability Investment Driven (LDI) strategy incorporated into QDIA/default strategies. Register Presenter: Timothy J. Pitney, TIAA, Managing Director, … {…}
“Finance for Normal People…”, Dr. Meir Statman, RIIA®’s 2017 Summer Conference Keynote Speaker
Meir Statman, Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, has just published his most recent book, Finance for Normal People: How Investors and Markets Behave. In his introduction to the book, Dr. Statman writes: “Behavioral finance presented here is a second generation behavioral finance. The first generation, starting in the … {…}
Webinar Replay: Money & Women: Why Talking Sports, Sex, & Scare Tactics Don’t Work – May 3
Date: Wednesday, May 3, noon – 1 pm ET Replay Looking to win more new women clients and retain the ones you have? This webinar will help you step back and assess your chances of success. It’s time to move beyond phrases like “skating to where the puck is going” or “we’re in the top of the 7th inning of our planning”. It’s important to know if you are being perceived … {…}
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