April 5, 2011

Securities America’s Lofties Receives RIIA Thought Leadership Award

Lofties and colleague helped ‘advance the retirement income industry’s body of knowledge’

The Retirement Income Industry Association recently announced the winners of its first Practitioner Thought Leadership Award at its 2011 Spring Conference in Chicago.

Zachary S. Parker, CFP, director of annuities and insurance, and Paul R. Lofties, CFP, ChFC, vice president of wealth management and acquisitions for Securities America, were presented with the award by Bruce Wolfe, CFA, Managing Director, Allianz Global Investors which is the founding sponsor of the Thought Leadership Award program.

 In addition, the award-winning paper developed by Parker and Lofties, “Capturing the Income Distribution Opportunity:  A Historical Analysis of Distribution Philosophies and a Solution for Today”, was featured in the inaugural issue of the Retirement Management Journal.  Also sponsored by Allianz Global Investors, the RMJ is the first peer-reviewed publication serving the needs of financial advisors, practitioners, executives, and scholars who are interested in all topics relating to retirement-income planning and management.

“Allianz Global Investors is proud to be involved in the launch of the RMJ and the Thought Leadership Awards program.  Both efforts are important investments to help satisfy the growing demand for retirement income information for the ‘front line advisor’ as well as plan sponsors and their employees,” explains Wolfe.

According to Francois Gadenne, Chair and Executive Director of RIIA, the RMJ and the Thought Leadership Awards were designed to promote research, scholarship and innovative thinking on retirement-income planning and management topics that contribute to the industry’s body of knowledge as well as RIIA’s Retirement Management Analyst designation’s curriculum.

Dana Anspach, CFP, RMA, and chair of the RMJ’s Practitioner Peer Review Committee described the process for selecting the Practitioner Thought Leadership Award:  “The paper written by Zachary Parker and Paul Lofties helped to advance the retirement income industry’s body of knowledge by objectively comparing several different approaches to generating retirement income. Rather than showing that one strategy is superior, the paper provides the professional with an excellent understanding of the risk/return trade off of each option.”

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