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Partnerships

Strategic Partnership Opportunities

Strategic Partner for the implementation of the Wiki of the “First 50 Years ”(1965- 2015) Annotated Bibliography on the Topic of “Longevity Risk and Portfolio Sustainability

  • Exclusive and named sponsorship of:
    • the Salem State University hosted, RIIA® managed, Schultz Collins authored Wiki of the “First 50 Years ”(1965- 2015) Annotated Bibliography on the Topic of “Longevity Risk and Portfolio Sustainability”
  • This Wiki implements Patrick Collins’ Annotated Bibliography, see link below, as a Wiki, hosted at a Public University so that it can be offered as a free research facility providing access by all retirement researchers and other interested members of the Public
  • http://schultzcollins.com/static/uploads/2015/07/Annotated-Bibliography.pdf
  • Sponsor receives exclusive and prime visibility in all RIIA, SSU and Shultz Collins communications related to the Wiki, including the matching access webpages
  • Sponsor receives a full page ad of their choice in the Retirement Management Journal® (RMJ®)
  • Sponsor introduces Patrick Collins at the Summer Conference
  • Sponsor name in all pre-conference promotion material
  • Prime visibility in all event signage
  • Special acknowledgement during the Conference
  • Conference registration waivers for 5 registrants

Strategic Partner for RIIA’s Fiduciary Rule(s) Thought Leadership and Best Practices program, including the exclusive sponsorship of the Retirement Management Analyst® Practice Manual and Procedural Prudence mapSM (PPmSM)

  • The 2016 RMA Practice Manual will be the only RMA book published on Amazon after the 5th Curriculum book (already retired) and the 2015 RMA Desktop Reference Manual are retired.
  • The Manual is the complete expression of the legal work that established the designation, the process required to become an RMA Graduate, the process to re-certify annually as an RMA Graduate and the desktop references provided by the full RMA Glossary and the Procedural Prudence map.
  • The Manual is updated annually.
  • Strategic Partner receives prime visibility on the front and back cover of the Manual
  • Strategic Partner receives prime visibility including recognition in RIIA membership communications, RIIA’s website and related LinkedIn posts.
  • Strategic Partner’s name in all pre-conference promotion material
  • Prime visibility in all conference signage
  • Special acknowledgement during the Conference
  • Conference registration waivers for 5 registrants

Strategic Partner for RIIA’s RMA Master Class Program (M-RMA) and its transition from RIIA to Salem State University’s Business School as a formal Masters Program in Retirement 

  • The purpose of the M-RMA program is to develop a formal Masters Program in SSU’s Graduate School of Business or in the School of Social Work.
  • This graduate program will also be the certification program for all faculty for RMA professional education programs at SSU and other universities.
  • The Master RMA program builds upon SSU’s RMA Distance Learning Program to include the RMA Level 2 Curriculum Sections and other Masters-level material.
  • The M-RMA distance learning program includes a three day boot-camp at SSU, following the Summer Conference in Salem.
  • The M-RMA program is given once a year and open to RMA Graduates as well as academic faculty interested in teaching the RMA at SSU and other Universities.
  • Strategic Partner receives prime visibility including recognition with SSU (naming rights) as well as all RIIA membership communications, RIIA’s website and related LinkedIn posts.
  • Strategic Partner’s name in all pre-conference promotion material
  • Prime visibility in all conference signage
  • Special acknowledgement during the Conference
  • Conference registration waivers for 5 registrants

RMA Business Unit – Strategic Partner for exclusive “Clients Like You” Big Data implementation of RIIA’s Household Balance Sheet AnalysisSM and its integration into the RMA Curriculum and Procedural Prudence map

  • Strategic Partner is exclusive developer and promoter, using its agent-based simulation platform application, of “clients-like-you” advisor support systems based on RIIA’s Household Balance Sheet Analysis.
  • Strategic Partner receives the support of an exclusive advisory group comporsed of practicing RMA Graduates
  • Strategic Partner receives prime visibility including recognition in RIIA membership communications, RIIA’s website and related LinkedIn posts.
  • Strategic Partner receives sponsorship of the RMJ
  • Strategic Partner’s name in all pre-conference promotion material
  • Prime visibility in all conference signage
  • Special acknowledgement during the Conference
  • Conference registration waivers for 5 registrants

RMA Business Unit – Strategic Partner for RIIA’s Website and MECLABS project: ($200,000) 

  • The purpose of the MECLABS project is to boost RIIA’s growth with a next generation development process for its value proposition and all related communications, including the website.
  • Strategic Partner receives access to and participation in all RIIA development work with MECLABS.
  • Strategic Partner receives prime visibility including recognition in all related RIIA membership communications, RIIA’s website and related LinkedIn posts.
  • Strategic Partner’s name in all pre-conference promotion material
  • Prime visibility in all conference signage
  • Special acknowledgement during the Conference
  • Conference registration waivers for 5 registrants