Welcome to IRI

The leading trade association for the insured retirement industry.

Industry Leadership

Financial Services Association Leadership Summit

IRI hosted a leadership summit with the senior executive teams of seven other financial services trade associations at the George Washington Leadership Institute in Mount Vernon, Virginia. The sessions, discussions, and experience further strengthened the collaborative bonds among the associations to better serve members and their customers.

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2023 Annual Report

The Insured Retirement Institute’s 2023 Annual Report, Insured Retirement Matters, is now available. The report showcases how IRI spearheads industry advancements in operations and technology, diversity, equity, inclusion, advocacy, research, and more.

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Leading the Industry

Advocacy

IRI is the voice of the insured retirement industry before policymakers, including federal regulatory agencies, Congress, and state regulators and legislators.

Industry Resources

Member Programs

IRI membership offers unique services and resources including access to industry-leading initiatives.

April 11, 2023

Diversity, Equity, & Inclusion

IRI Commitment IRI and its members are committed to advancing diversity, equity, and inclusion (DEI) across the insured retirement industry….

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October 8, 2021

Operations & Technology

Strategic Objectives Operations & Technology One of IRI’s unique strategic objectives is to lead the industry in developing the digital…

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January 11, 2023

Career Center

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Resources & More

Research

Find relevant resources you need with IRI's research materials, including exclusive research for members, access to partnered research and industry sales data, and the Factbook - our industry's go-to resource book.

Your Knowledge Source

Education

Comprehensive educational opportunities are available to members through complimentary online webinars, a full catalog of Continuing Education courses through Reg Ed, discounts for FINRA continuing education, and reduced rates for our annual conferences.

Leadership Spotlight

The Long View

IRI celebrates exemplary leadership within the insured retirement industry. Listen to Colleen Tycz, Vice President and Head of Strategic Accounts and Insurance Distribution at Franklin Templeton, talk about essential leadership values and the importance of interconnectedness.

Stay Informed

Latest News

News from the Insured Retirement Institute.

April 23, 2024

IRI VISION: DOL RULE WILL HARM RETIREMENT SAVERS

Today, the Biden Administration greenlit the U.S. Department of Labor’s (DOL) investment advice rule, which will hamper the efforts of…

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April 23, 2024

LABOR DEPARTMENT RULE WILL WORSEN RETIREMENT INSECURITY

Millions of Consumers Stand to Lose Access to Professional Financial Guidance WASHINGTON, D.C. – Millions of retirement savers will lose…

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April 23, 2024

STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE

WASHINGTON, D.C. – Today, the U.S. Department of Labor (DOL) will announce the final version of the “Retirement Security Rule:…

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