Retirement & Annuity Industry Research
IRI posts several research and education-oriented publications to the membership each year. These include annual scheduled reports like the IRI Retirement Fact Book and State of the Insured Retirement Industry, quarterly reports of annuity market data, topical research on consumers, advisors and annuities, and sponsored research created in partnership with IRI member firms.
You can view all IRI’s recent research reports below or use the filter to look at research by category and publication dates.
2024 Wholesaler Racial Diversity Survey
IRI collected data on wholesalers from CEW member companies to establish baselines on diversity in the wholesaler workforces of the life & annuity industry.
IRI Member Survey – Insurer Supervision of Third Parties under the NAIC Model Regulation #275
IRI conducted a survey of its members to gather information on how insurers satisfy these obligations when contracting with a third party, such as a broker-dealer, to perform these required supervisory functions.
The Retirement Saving and Income Handbook – 2024
The Handbook is a basic guide to commonly available annuities and non-annuity alternatives. It provides basic information about the structure, benefits, and limitations of each solution, combined with visual representations of the mechanics of each solution and a robust glossary of key terminology.
Research Brief: The Impact of Financial Guidance on Retirement Readiness
Based on consumer research with 800 retired Americans, the brief explores the impact financial professionals can have on retirement readiness, financial security and confidence, and investing strategies.
e-Capabilities for Annuities
This report is based on a survey of 800 financial professionals conducted between August 21 and August 31, 2023 and sponsored by 11 IRI member firms.
Research Brief: Advancing “Digital First” for Annuities
The brief highlights significant finding from the report, which is based on recently conducted research with financial advisors exploring their preferences when using digital capabilities, barriers to use, what would motivate them to use digital capabilities more often, and what would motivate them to consider annuities more often in client portfolios.
IRI Fact Book 2023
The IRI Retirement Fact Book 2023 is the definitive guide for the retirement income industry and the go-to resource for financial professionals and public policymakers.
Research Brief: Advisor Views on Client Goals, Concerns, & Preferences
Annuities are capable of truly insuring against market losses and longevity risk, and IRI’s survey…
Industry Survey – Variance in Crediting Fixed Annuity Post-Mortem Interest
IRI in partnership with the National Association for Fixed Annuities (NAFA) conducted an industry survey to collect information related to how the industry handles the payment of contractual interest and post-mortem interest (PMI) during the death claim process.