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. Read about Thasunda Brown Duckett, President and CEO of TIAA, and learn more about the strategies underway at TIAA to address consumer need and attract the next generation workforce.

Stay Informed

Latest News

News from the Insured Retirement Institute.

July 10, 2024

HOUSE COMMITTEE TO VOTE ON RESOLUTION TO DISAPPROVE DOL’S HARMFUL ONE-SIZE-FITS-ALL FIDUCIARY RULE

WASHINGTON, D.C. – The House Education and the Workforce Committee will vote today on a Congressional Review Act (CRA) resolution…

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July 1, 2024

SEC CREATES TAILORED REGISTRATION FORM FOR POPULAR ANNUITY

WASHINGTON, D.C. – The U.S. Securities and Exchange Commission (SEC) delivered a long-awaited rule change that will help consumers understand…

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June 27, 2024

IRI ANNOUNCES CHANGES TO EXECUTIVE COMMITTEE, BOARD OF DIRECTORS

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced changes to its Executive Committee and Board of Directors. Joe Toledano,…

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