Header

Managing Retirement Income 

Customer Service

Have a question about this event?
Customer Service representatives are available to help from 8 AM - 6 PM EST
Call 888-670-8200


Need Technical Assistance With this Website?
Send an email to IIR's Web Department


    • Plansponsor

      PLANSPONSOR is the leading provider of information and solutions to the retirement services industry. For more information, go to www.plansponsor.com.

      http://www.plansponsor.com

    • defined contribution & savings plan alert

      Defined Contribution & Savings Plan Alert is a weekly newsletter that delivers exclusive intelligence on tax advantaged retirement, health care and college savings accounts. This publication is devoted to breaking news and reporting on industry trends before they appear anywhere else. The key players in the defined contribution mutual fund sectors, including portfolio managers, mutual fund marketers and distributors, and plan sponsors look to Defined Contribution & Savings Plan Alert as the industry leader for breaking news on the 401(k), 401(a), 457, 403(b), 529 and HSA plan markets as well as  how fund companies penetrate certain channels � whether that means pricing funds in a particularly attractive way, developing innovative products or advertising them to build brand equity.
      http://www.definedsavingsalert.com

    • Fund Action

      Fund Action, now incorporating Defined Contribution & Savings Plan Alert provides money making intelligence on the U.S. mutual fund industry. This news service covers important news and trends in the industry and is used by all the key decision makers and individuals involved in this market. With more coverage, breaking news and daily updates, Fund Action is quite simply the leading source for mutual fund intelligence.

      For more information, please call John Diaz at 212-224-3366.

      http://www.fundaction.com

    • Boomer Market Advisor

      Formerly known as Variable Product Specialist, Boomer Market Advisor incorporates everything VPS readers love into a completely new approach�a focus on the baby boomer client and their lifestyle needs and desires. Our editorial base has expanded to cover the myriad products advisors need to effectively serve this demographic, including mutual funds, variable annuities, variable life insurance, fixed annuities, life insurance, long term care, and much more. Producers will certainly benefit from BMA�s engaging format�advisors talking to advisors about how to market, sell to and better serve this lucrative demographic.

      http://www.boomermarketadvisor.com

    • Senior Market Advisor

      Senior Market Advisor is written and edited with one goal in mind� to help agents, advisors, brokers and planners sell more to the senior market. Published monthly, Senior Market Advisor provides clear sales strategies and tips, along with in-depth coverage on the issues toda?s advisors face. www.SeniorMarketAdvisor.com

      http://www.seniormarketadvisor.com

    • Ignites


    • The Retirement Income Investment Association (RIIA)

      Members of the Retirement Income Industry Association choose to utilize IIR's Managing Retirement Income Conference as their annual gathering forum, and assist in the conference's programming.

      What's different in the world of retirement income? In one word: Demographics. The sheer force of the quantitative impact is affecting the qualitative aspects of the retirement income challenge: 

      • The market shift from Asset Accumulation to Income Generation is real 
      • The money-in-motion will reach trillions of dollars
      • Many consumers don't have access to the financial products and processes that match their needs 
      • Current Asset Accumulation products and processes are likely to be inadequate for the purpose of providing Income Generation 
      • Existing Income Generation products and processes are unlikely to handle the entire volume of money-in-motion

      The gap yawns wider to the detriment of a generation... The financial services industry must create new retirement income products and processes as well as develop new strategies for effectively communicating retirement income challenges to ‘Boomer' customers. RIIA is a national organization whose members are defining the future of retirement security in the United States. The vortex of innovation in the retirement income business, RIIA provides its members a non-biased forum for sharing information, strategies, and research combined with unmatched opportunities to network with industry leaders. Join RIIA and be part of forming the new answers. 

      • Position your company as a thought leader in the retirement income industry 
      • Network with industry leaders willing to share their visions and solutions 
      • Access exclusive benchmarking data to enhance product development 
      • Co-create and utilize new customer communication strategies
      http://www.RIIA-USA.org

Download 2007 Brochure

2007 Event Sponsors

  • Bank of America

  • Deloitte

  • ASI Advisor Software

  • Synectics

  • Wachovia Retirement Services

  • Wealth2k, Inc.

  • Ernst & Young’s Insurance and Actuarial Advisory Services

2007 Endorsing Association

Retirement Income Investment Association

Send to a Friend

Refer a friend today!