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People
- Cynthia Feliconio
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- Jonathan Lepore
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- Michael Downing
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- Hannah Pikus
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- Brittni Cann
- Dylan Tyson
- Mark Casady
- William Loehning
- Joe Thomson
- Thomas Marra
- Michael Gilotti
- Mathew Greenwald
- Jamie Shepherdson
- Jane Mancini
- Bruce Ferris
- Will Fuller
- Paula Nelson
- Michael Sturm
- Katherine Dease
- Katherine Roy
- Paul Lucas
- Rebecca Plowman
- Jamie Ohl
- Michael Eustic
- Corey J. Walther – Chair
- Joseph Toledano**
- Wes Severin
- Joe Schultz
- Steve Scanlon
- Sri Reddy
- Bill Lowe**
- Myles Lambert
- Craig Hawley
- Marci Green**
- Dev Ganguly
- Jordan Jackson
- Wayne Chopus
- Philip J. Pellegrino – Immediate Past Chair
- Laura Pantaleo**
- Robert L. Jameison – Vice Chair
- Paula Nelson – Treasurer & Secretary
- Terri N. Fiedler**
- John Kennedy**
- Anna Hildreth
- Christine Leonhardt-Kimm
- Dan Zielinski
- Emily Micale
- Jason Berkowitz
- John Jennings
- Laura Dunn
- Sarah Wood
- Paul Richman
- Shani Armon
- Tammy Tibbs
- Wayne Chopus
Research
- IRI Fact Book 2025
- 2025 Financial Professional Survey
- State of the Insured Retirement Industry: 2024 Review & 2025 Outlook
- Regulatory Examinations Priorities Report
- Public Policy Developments Impacting IRI Members
- Operational and Philosophical Barriers to Annuity Production
- IRI Fact Book 2024
- Financial Professional Survey
- State of the Insured Retirement Industry: 2023 Review & 2024 Outlook
- Annuity Basics: Optimizing Tax-Deferred Investing and Retirement Income Using Variable Annuities
- 2024 Wholesaler Racial Diversity Survey
- IRI Member Survey – Insurer Supervision of Third Parties under the NAIC Model Regulation #275
- The Retirement Saving and Income Handbook – 2024
- Research Brief: The Impact of Financial Guidance on Retirement Readiness
- e-Capabilities for Annuities
- Research Brief: Advancing “Digital First” for Annuities
- IRI Fact Book 2023
- Research Brief: Advisor Views on Client Goals, Concerns, & Preferences
- Industry Survey – Variance in Crediting Fixed Annuity Post-Mortem Interest
- Annuities Language Glossary
- Survey of Financial Advisors
- Research Brief: Evolving Retirement Expectations Among American Workers and Retirees
- State of the Insured Retirement Industry: 2022 Review & 2023 Outlook
- The Retirement Saving and Income Handbook
- 2023 Financial Advisor Survey
- IRI Fact Book 2022
- 2022 Wholesaler Racial Diversity Survey
- State of the Insured Retirement Industry: 2021 Review & 2022 Outlook
- 2021 Annuity Sales Report
- 2022 Financial Advisor Survey
- Aligning Retirement Expectations with Financial Resources
- U.S. Annuity Markets 2021: Acclimating to Industry Trends and Changing Demand
- Broker-Dealer Perspectives on Digital Journey Mapping
- IRI Issues Third Quarter 2021 Annuity Sales Report
- Retirement Readiness Among Older Workers 2021
- IRI Issues Second Quarter 2021 Annuity Sales Report
- IRI Issues First Quarter 2021 Annuity Sales Report
- State of the Insured Retirement Industry: 2020 Review & 2021 Outlook
- IRI Issues Fourth Quarter 2020 Annuity Sales Report
- U.S Annuity Markets 2020: A Decade of Adaptation
- IRI Fixed Indexed Annuity Survey
- IRI Issues Third Quarter 2020 Annuity Sales Report
- IRI Issues Second Quarter 2020 Annuity Sales Report
- Dynamic Annuity Concentration Limits in Retirement Portfolios
- COVID-19 Shines Light on Retirement Readiness
- IRI Issues First Quarter 2020 Annuity Sales Report
- IRI Issues Fourth Quarter 2019 Annuity Sales Report
- State of the Insured Retirement Industry: 2019 Review & 2020 Outlook
- Millennials & Retirement 2020
- IRI Issues Third Quarter 2019 Annuity Sales Report
- IRI Issues Second Quarter 2019 Annuity Sales Report
- Improving Financial Outcomes and Client Confidence
- IRI Issues First-Quarter 2019 Annuity Sales Report
- IRI Issues 2018 Fourth Quarter Annuity Sales Report
- Boomer Expectations for Retirement 2019
- 2019 IRI Annual Key Findings
- State of the Insured Retirement Industry: 2018 Review & 2019 Outlook
- IRI Issues 2018 Third Quarter Annuity Sales Report
- Retirement, Income, and Risk: 2nd Biennial Study on the American Retirement Experience
- IRI Issues 2018 Second Quarter Annuity Sales Report
- IRI Issues First Quarter 2018 Annuity Sales Report
- AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals
- Boomer Expectations for Retirement 2018
- Generation X and Retirement Readiness – They’re (Mostly) Doing it Wrong
- Health Savings Accounts: An Emerging Retirement Planning Strategy
- Cerulli – IRI: 2018 Annual Key Findings
- IRI Issues Third Quarter 2017 Annuity Sales Report
Advocacy
- Government Affairs Update
- Government Affairs Update
- Government Affairs Update
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Education
- Fiduciary Rule Redux
- Improving Annuity Efficiency with E-Capabilities
- Transforming the Annuities Sales Experience
- DOl Fiduciary Rule
- Accelerating Transfers: Paperless Carrier to Carrier Transfer Processing
- Biden Fiduciary Rule: Overview and Implications
- Navigating the Rapidly Evolving Standard of Conduct Landscape
- Retirement Security Reform Part II – Unpacking SECURE 2.0
- The Road to November 8
- RISA Profile – Learn Your Clients True Retirement Style
- Changes Ahead – IRS Surprises with RMD Interpretation
- Social Security
- Registered Index-Linked Annuities (RILA) – A Product Evolution Story
- Building a Generation-Resilient Business
- Tax-Efficient Retirement Income Program – Planning and Sequencing
- Tax-Efficient Retirement Income Program – Planning and Sequencing
- Making Compliant Rollover Recommendations
- The Growing Need for Long-Term Care Planning
- The New Retirement Savings Time Bomb
- Understanding and Planning for Long-Term Care
- Trends and Developments in Annuities-Information and Insights for Asset Managers
- Digital Sales Enablement for Carrier Annuity Wholesaling Teams
- Divorce, Disability, Death: Bringing Life’s 3-Ds into Focus
- Advice to Plans and IRAs: Who is a Fiduciary Now and What Steps Should Be Taken Before December 20?
- Fixed Indexed Annuities: Attributes and Applications
- Social Security
- Retirement 101: What Congress Can Do To Strengthen Retirement Security
- The Importance of Annuities Within an Integrated Financial Life
- The XX Factor – 2021
- Exploring PTE-84-24
- From Suitability to Best Interest: The Standard of Conduct Landscape in 2021
- Managing the Taxes on Your Retirement Income
- Investing with Purpose: Goals-Based Wealth Management
- Annuities, IRAs, and Rollovers: What’s Next from the DOL
- Variable Annuity & Variable Life (Rule 498A & Rule 30e-3) : What you need to know for website compliance
- Social Security – The Choice of a Lifetime
- IRI Quarterly Town Hall – December 2020
- Medicare: What you need to know when your clients ask for help
- IRI Federal Champion of Retirement Security Award & The 2020 Election – A Review of the Federal Results and Prognosis for the Future
- The Securing a Strong Retirement Act of 2020: How Will it Affect the Retirement Income Industry and the Clients They Serve?
- The 2020 Election- A Review of the State Results and Prognosis for the Future & The State Champion of Retirement Security Award Ceremony
- Operational Overdrive
- The XX Factor
- The Road to November 3: A 2020 Federal Election Preview
- The Digital Journey to an Efficient, Modern Customer Experience
- The 2020 Election: A Preview of the State Races
- Examining Ourselves and Our Industry
- Portfolio Strategies for a Challenging Environment
- Annuity Innovation in a Low Interest Rate Environment
- Improving the Investor Experience and Your Bottom Line: Understanding Rule 498A and Optimizing Your Implementation
- IRI Quarterly Town Hall – July 2020
- Planning for Health Care Costs in Retirement
- DOL’s New Proposed Fiduciary Advice Exemption
- The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World
- Behavioral Guidance During Market Volatility
- Behavioral Finance: The Power of Behavior to Build Wealth + Health
- DOLs New E-Disclosure Safe Harbor Regulation
- SEC’s Regulation Best Interest and RIA Interpretation: Impact on Plan, Participants and Rollovers
- Bills & Bazookas: Making Sense of America’s Fiscal & Monetary Response to COVID-19
- Virtual Advisor Crash Course
- The Investment Implications of COVID-19: A Guide to the Markets
- IRI Town Hall Call – April 2020
- Building Confidence in Times of Crisis
- Fiduciary Safe Harbor for Selection of a Lifetime Income Provider: What the Law Says and What it Means
- COVID-19 Federal Legislation Overview
- Massachusetts Fiduciary Regulation
- Understanding the New NAIC Best Interest Rule
The Long View
- Kevin Hogan
- Phil Pellegrino
- Thasunda Brown Duckett
- Colleen Tycz
- Andrew Schlossberg
- Dev Ganguly
- Seth Bernstein
- Jasmine Jirele
- Jonathan Thomas
- Rhonda Wolverton
- Helene Rayder
- Ron Shurts
- Darryl Button
- Laura Prieskorn
- Ellen Cooper
- Michael Eustic
- Yogini Biswas
- Eric Steigerwalt
- Dylan Tyson
- Margaret Meister
- Allan Levine
- Anant Bhalla
- Will Fuller
- Kirt Walker
- Caroline Feeney
- Darryl Gibbs
- Dan Houston
- Roger Ferguson
- Rich Romano
- Esfand Dinshaw
News
- September News Articles
- IRI: DEPARTMENT OF LABOR GUIDANCE SHOULD SUPPORT FLEXIBLE, ACCESSIBLE POOLED EMPLOYER PLANS FOR SMALL BUSINESSES
- IRI VISION: COLLABORATION IS THE NEW INNOVATION
- IRI SUPPORTS DRAFT REGULATORY GUIDANCE FOR NAIC BEST INTEREST MODEL
- IRI CONGRATULATES DANIEL ARONOWITZ ON CONFIRMATION AS ASSISTANT SECRETARY OF LABOR
- August News Articles
- LABOR DEPARTMENT WITHDRAWS ANNUITY SAFE HARBOR DIRECT FINAL RULE
- PROPOSED NJ INDEPENDENT CONTRACTOR RULE COULD HINDER RETIREMENT PLANNING
- July News Articles
- IRI URGES LABOR DEPARTMENT TO KEEP SAFE HARBOR RULE
- SENIOR SECURITY ACT PASSES HOUSE
- June News Articles
- CONGRESS PRESERVES TAX DEFERRAL OF RETIREMENT SAVINGS
- SENATE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
- May News Articles
- IRI ANNOUNCES CHANGES TO EXECUTIVE COMMITTEE AND NEW BOARD MEMBERS
- HOUSE COMMITTEE TO VOTE ON RETIREMENT PLAN PARITY, INVESTOR DISCLOSURE, AND SENIOR PROTECTION MEASURES
- IRI VISION: IRI BASELINE VALUES ARE BRINGING ANNUITIES INTO THE CONVERSATION
- HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
- April News Articles
- IRI CONGRATULATES PAUL ATKINS ON CONFIRMATION AS SEC CHAIR
- IRI VISION: PEAK CONSUMER PROTECTION MEETS PEAK 65
- March News Articles
- JASON BERKOWITZ RECEIVES 2025 IRI CHAIRMAN AWARD
- IRI HONORS JENN PRICE WITH RISING STAR AWARD
- IRI ANNOUNCES BOARD OF DIRECTORS ELECTION RESULTS
- IRI ELECTS NEW BOARD CHAIR, VICE CHAIR
- IRI HONORS ARRON PRICE WITH 2025 IRI LEADERSHIP AWARD
- IRI HONORS NICK LANE, PRESIDENT OF EQUITABLE, AS THE 2025 INDUSTRY CHAMPION OF RETIREMENT SECURITY
- IRI’S 2025 ANNUAL CONFERENCE OPENS TO FOURTH CONSECUTIVE RECORD CROWD
- IRI CONGRATULATES LORI CHAVEZ-DEREMER ON CONFIRMATION AS LABOR SECRETARY
- IRI UNVEILS 2025 RETIREMENT SECURITY BLUEPRINT
- February News Articles
- IRI CONVENES INAUGURAL INDUSTRY “DIGITAL FIRST EXPERIENCE” EVENT
- January News Articles
- RETIREMENT PLAN PARITY LEGISLATION INTRODUCED IN HOUSE AND SENATE
- FIRST PAPERLESS REPLACEMENT TRANSACTION MARKS A NEW ERA OF DIGITAL EXPERIENCE FOR ANNUITIES
- GOLD MEDALIST AND WORLD CHAMPION KATIE LEDECKY TO KEYNOTE 2025 IRI ANNUAL CONFERENCE
- IRI AND CANNEX DEVELOP BREAKTHROUGH SOLUTION TO SIMPLIFY ANNUITY MODELING
- IRI ANNOUNCES CHANGES TO ITS BOARD OF DIRECTORS
- IRI VISION: THE DIGITAL REVOLUTION IN RETIREMENT SERVICES: HOW THE ANNUITY INDUSTRY IS TRANSFORMING
- IRI ANNOUNCES 2024 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
- IRI CONGRATULATES NEW HOUSE COMMITTEE CHAIRS
- IRI HITS MAJOR MILESTONE WITH INDUSTRY DIGITAL FIRST INITIATIVE
- IRI VISION: EMBRACING AGILITY AND PURPOSE-DRIVEN SOLUTIONS
- IRI VISION: TWO BIG OPPORTUNITIES INSPIRED BY MULTICULTURAL DATA
- IRI ANNOUNCES STAFF CHANGES
- NEW MEMBERS JOIN IRI BOARD OF DIRECTORS
- NEW MEMBERS JOIN IRI BOARD OF DIRECTORS
- IRI VISION: CARRIER TO CARRIER PAPERLESS REPLACEMENTS A WIN, WIN, WIN
- IRI VISION: DIGITAL FIRST INITIATIVE DELIVERING RESULTS
- IRI SEEKS TO ESTABLISH AN INFRASTRUCTURE FOR ANNUITY DATA STANDARDS
- HOUSE COMMITTEE TO VOTE ON RESOLUTION TO DISAPPROVE DOL’S HARMFUL ONE-SIZE-FITS-ALL FIDUCIARY RULE
- SEC CREATES TAILORED REGISTRATION FORM FOR POPULAR ANNUITY
- IRI ANNOUNCES CHANGES TO EXECUTIVE COMMITTEE, BOARD OF DIRECTORS
- NEW IRI REPORT DEMONSTRATES PROTECTED INCOME, LONGEVITY RISK VALUE OF VARIABLE ANNUITIES
- IRI VISION: DIGITAL FIRST MOVEMENT – PLAY YOUR PART IN PROGRESS
- IRI VISION: DOL RULE WILL HARM RETIREMENT SAVERS
- LABOR DEPARTMENT RULE WILL WORSEN RETIREMENT INSECURITY
- STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE
- COALITION FOR EQUITY IN WHOLESALING NAMES IRI’s CHRISTINA BRADY TO BOARD OF DIRECTORS
- IRI ANNOUNCES LEADERSHIP, RISING STAR, AND CHAIRMAN AWARD RECIPIENTS
- RECORD CROWD WELCOMES IRI’S 2024 ANNUAL CONFERENCE TO NASHVILLE
- IRI CONGRATULATES GARY ANDERSON ON NEW ROLE AS NAIC CEO
- WHITE HOUSE OFFICE OF MANAGEMENT AND BUDGET TO REVIEW HARMFUL LABOR DEPARTMENT FIDUCIARY INVESTMENT ADVICE RULE
- HOUSE APPROVES TWO IRI PRIORITY ISSUES
- IRI UNVEILS 2024 RETIREMENT SECURITY BLUEPRINT
- IRI RELEASES UPDATED RETIREMENT SAVING AND INCOME HANDBOOK
- CALIFORNIA BECOMES THE 45TH STATE TO ADOPT NAIC BEST INTEREST REGULATION
- IRI VISION: BUILDING EFFICIENCY THROUGH TRANSPARENCY
- IRI OFFERS PROPOSALS FOR U.S. TREASURY FINANCIAL INCLUSION STRATEGY
- IRI VISION: PROPOSED DOL RULE IMPERILS RETIREMENT SECURITY FOR MILLIONS
- PRESSURE MOUNTING AGAINST FLAWED LABOR DEPARTMENT FINANCIAL ADVICE RULE
- IRI VISION: A BOLD PLAN FOR RETIREMENT SECURITY
- LEGISLATION WOULD EXPAND RETIREMENT SAVINGS TO MILLIONS OF EMPLOYEES
- STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE ON THE PROTECTING INNOVATION IN INVESTMENT ACT
- IRI VISION: SURVEY SAYS: DIGITAL FIRST CAN DRIVE ANNUITY MARKET GROWTH
- IRI RESEARCH: FINANCIAL PROFESSIONALS MAKE ALL THE DIFFERENCE
- HOUSE HEARING EXAMINES FLAWED LABOR DEPARTMENT INVESTMENT ADVICE RULE
- IRI VISION: DIGITAL FIRST FOR APPLICATION SUBMISSIONS MAKES ANNUITIES A MORE ATTRACTIVE OFFERING
- IRI TO LABOR DEPARTMENT: WITHDRAW HARMFUL INVESTMENT ADVICE RULE
- IRI RESEARCH: ADOPTION OF DIGITAL FIRST STRATEGIES ARE CRITICAL TO FINANCIAL PROFESSIONALS’ USE OF ANNUITIES
- IRI URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE
- IRI ANNOUNCES 2023 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
- PROPOSED NASAA MODEL RULE THREATENS ACCESS TO ANNUITY PRODUCTS FOR RETIREMENT, UNDERMINES FINANCIAL SECURITY
- IRI TO NAIC SPECIAL COMMITTEE ON RACE AND INSURANCE: “WE’RE DOING THE HARD WORK TO ADVANCE DEI”
- REGISTRATION OPEN FOR IRI’S 2024 ANNUAL CONFERENCE
- IRI SUPPORTS SEC’s PROPOSED RILA REGISTRATION FORM
- IRI VISION: DIGITAL FIRST FOR ANNUITIES
- IRI: BIDEN ADMINISTRATION RUSHING TO FINALIZE PROPOSED FIDUCIARY REGULATION, REJECTS REASONABLE REQUEST OF ADDITIONAL TIME FOR INPUT
- IRI VISION: CELEBRATION OF WOMEN IN LEADERSHIP AND CALL TO ACTION
- IRI VISION: WE DO THIS WORK PROUDLY, MR. PRESIDENT
- PRESIDENT BIDEN PROPOSES RETIREMENT “INSECURITY” REGULATION
- IRI ANNOUNCES RESULTS OF BOARD OF DIRECTORS ELECTIONS
- IRI WINS FIVE ACORD AWARDS FOR COMMUNITY LEADERSHIP, DRIVING NEW STANDARDS, AND ADVANCING WOMEN IN INSURANCE
- IRI ELECTS NEW BOARD CHAIR, VICE CHAIR
- IRI URGES DEPARTMENT OF LABOR TO STREAMLINE DISCLOSURE REQUIREMENTS AND MAXIMIZE E-DELIVERY AS DEFAULT FOR DOCUMENTS
- IRI SAYS PROPOSED SEC CONFLICTS RULE IS OVERBROAD, OVER-REACHING, AND RIFE WITH FLAWS
- IRI RESEARCH FINDS CONSUMERS PRIORITIZE RETIREMENT INCOME AND ASSET PROTECTION MORE THAN GROWTH
- STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE REGARDING THE PROPOSED DEPARTMENT OF LABOR FIDUCIARY REGULATION
- IRI PROPOSES CHANGES TO NAIC ARTIFICIAL INTELLIGENCE MODEL BULLETIN
- Think Advisor Op-Ed: TIME FOR DOL TO STOP WORKING ON FIDUCIARY RULE
- INSURED RETIREMENT INSTITUTE WINS ADVOCACY “POWER OF A” GOLD AWARD
- IRI VISION – A DOWNPAYMENT TOWARD A BETTER ANNUITY EXPERIENCE
- IRI PUBLISHES BEST PRACTICES COMPENDIUM FOR EMBEDDING DEI IN HIRING PROCESS
- IRI VISION – EXPANDING THE SEARCH FOR TALENT
- IRI VISION: THE LOOMING RETIREMENT CRISIS: ARE WORKERS SAVING ENOUGH?
- IRI URGES WHITE HOUSE TO CONSIDER MORE RETIREMENT SECURITY MEASURES
- IRI: GENERATION X SHORT ON RETIREMENT SAVINGS, LONG ON EXPECTATIONS
- IRI ANNOUNCES CHANGES TO BOARD OF DIRECTORS, EXECUTIVE COMMITTEE
- IRI VISION: A FRICTIONLESS EXPERIENCE FOR TRANSACTING ANNUITIES
- IRI HOSTS CONGRESSIONAL FLY-IN
- IRI VISION: WASHINGTON’S FLY-IN SEASON
- HOUSE BILL TO IMPROVE ACCESS TO LIFETIME INCOME PRODUCTS IN DEFAULT RETIREMENT PLAN INVESTMENTS
- HOUSE PASSES SENIOR SECURITY ACT
- HOUSE COMMITTEE PASSES RETIREMENT FAIRNESS FOR CHARITIES AND EDUCATIONAL INSTITUTIONS ACT
- FINANCIAL ALLIANCE FOR RACIAL EQUITY NAMES IRI’s SHANI ARMON TO BOARD OF DIRECTORS
- IRI VISION: PROTECTING VULNERABLE RETIREES
- SEC PROPOSAL WOULD CREATE NEW BARRIER TO ANNUITY ACCESS FOR RIA CLIENTS
- IRI STATEMENT ON SENATOR BEN CARDIN’S RETIREMENT ANNOUNCEMENT
- CHOPUS, RICHMAN AMONG 500 MOST INFLUENTIAL PEOPLE SHAPING POLICY
- HOUSE LEGISLATION TO PROVIDE INVESTMENT CHOICE PARITY FOR RETIREMENT PLANS SERVING TEACHERS, HOSPITAL WORKERS, CLERGY, AND NON-PROFIT EMPLOYEES
- IRI VISION: EMPOWERING FINANCIAL INDEPENDENCE
- IRI SUPPORTS MEASURE TO BOLSTER FRAUD PROTECTIONS FOR SENIOR CITIZENS
- IRI VISION: A HELPING HAND(BOOK) TO UNDERSTAND ANNUITIES
- IRI RELEASES NEW RETIREMENT SAVINGS AND INCOME HANDBOOK
- IRI URGES NAIC WORKING GROUP TO DEVELOP GUIDANCE TO UPDATE INSURANCE REGULATIONS TO ALLOW ELECTRONIC TRANSACTION PROCESSES
- IRI VISION: ENERGIZING WOMEN LEADERS
- IRI SUPPORTS THE TROOPS WITH CONFERENCE COMMUNITY EVENT
- IRI ANNOUNCES LEADERSHIP AND CHAIRMAN AWARD RECIPIENTS
- IRI HONORS SAMMONS’ BILL LOWE AS CHAMPION OF RETIREMENT SECURITY
- IRI’S 2023 ANNUAL CONFERENCE OPENS TO RECORD ATTENDANCE AND SPONSORSHIP
- IRI VISION: MAKE RETIREMENT MORE “SECURE”
- IRI VISION: ESG IS A-OK
- IRI VISION: COURTS REFUSE TO “ROLLOVER” ON DOL FIDUCIARY RULE
- HOUSE PASSES ELECTRONIC NOTARIZATION LEGISLATION
- IRI UNVEILS 2023 RETIREMENT SECURITY BLUEPRINT
- IRI ANNOUNCES NEW TASK FORCE TO ENHANCE FINANCIAL PROFESSIONALS’ DIGITAL EXPERIENCE ACROSS THE ANNUITY LIFECYCLE
- IRI VISION: SEC SWINGS AND MISSES
- COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”
- HOUSE PASSES BILL TO PROTECT VULNERABLE AMERICANS FROM FINANCIAL EXPLOITATION
- IRI VISION: LEADING BY EXAMPLE
- IRI ANNOUNCES CHANGES TO BOARD DIRECTORS
- WELCOME TO IRI VISION
- CONGRESS PASSES MAJOR RETIREMENT SECURITY MEASURE
- “ONE STEP CLOSER”
- 14 IRI-ADVOCATED PROVISIONS INCLUDED IN SECURE 2.0 LEGISLATION
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE INCLUSION OF SECURE 2.0 PROVISIONS IN OMNIBUS APPROPRIATIONS LEGISLATION
- IRI STATEMENT ON SEN. ROB PORTMAN’S FAREWELL SENATE ADDRESS
- IRI ANNOUNCES 2022 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
- REGISTRATION OPEN FOR IRI’S 2023 ANNUAL CONFERENCE
- GEORGIA, WYOMING CLOSING IN ON BEST INTEREST STANDARD
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE U.S. DEPARTMENT OF LABOR’S FINAL ESG RULE
- IRI NAMES KATHERINE DEASE AS CHIEF TECHNOLOGY AND INNOVATION OFFICER
- HIGHER COST OF LIVING DRIVES HIKE IN SOCIAL SECURITY BENEFITS FOR 2023
- HOW IRI IS HELPING REDUCE THE ANXIETY AROUND RETIREMENT
- IRI ELECTS NEW BOARD CHAIR, VICE CHAIR
- IRI CONGRATULATES LISA GOMEZ ON CONFIRMATION AS ASSISTANT SECRETARY OF LABOR
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE PASSING OF REP. JACKIE WALORSKI
- STATEMENT BY WAYNE CHOPUS, IRI PRESIDENT & CEO
- STATEMENT BY WAYNE CHOPUS, IRI PRESIDENT & CEO
- HOUSE PASSES SAFE BANKING ACT
- IRI URGES CONGRESS TO FUND SEC’S REGULATION BEST INTEREST OVERSIGHT
- SENATE FINANCE COMMITTEE UNANIMOUSLY APPROVES RETIREMENT MEASURE
- IRI STATEMENT ON SENATE CONFIRMATION OF JAIME LIZÁRRAGA AND MARK UYEDA TO THE U.S. SECURITIES AND EXCHANGE COMMISSION
- SENATE COMMITTEE PASSES RETIREMENT SECURITY MEASURE
- IRI ANNOUNCES FOUR NEW MEMBERS OF BOARD OF DIRECTORS
- IRI SAYS PROPOSED SENATE RETIREMENT LEGISLATION IS “ANOTHER STEP FORWARD”
- IRI URGES COMMITTEE TO PASS ELECTRONIC NOTARIZATION LEGISLATION
- IRI HONORS GLOBAL ATLANTIC’S PAULA NELSON AS CHAMPION OF RETIREMENT SECURITY
- IRI CEO: “I AM OPTIMISTIC FOR OUR INDUSTRY’S FUTURE”
- IRI ISSUES YEAR-END 2021 ANNUITY SALES REPORT
- IRI SURVEY FINDS NEED FOR IMPROVED “RETIREMENT IQ”
- HOUSE TO VOTE ON BIPARTISAN RETIREMENT SECURITY MEASURE TODAY
- IRI NAMES TWO NEW MEMBERS TO BOARD OF DIRECTORS
- IRI STUDY REVEALS TOMORROW’S RETIREES FEEL LESS FINANCIALLY SECURE THAN TODAY’S
- INSURED RETIREMENT INSTITUTE ANNOUNCES VIRTUAL CONGRESSIONAL FLY-IN
- IRI UNVEILS 2022 RETIREMENT SECURITY BLUEPRINT
- LOTTERY DREAMS and LIFETIME RETIREMENT INCOME
- NEW LEGISLATION WOULD ALLOW LIFETIME INCOME PRODUCTS AS DEFAULT RETIREMENT PLAN INVESTMENT
- IRI UNVEILS NEW LOGO AND NEW WEBSITE
- IRI GOVERNMENT AFFAIRS TEAM RECOGNIZED FOR EXCELLENCE
- INSIGHT DECEMBER 2021
- IRI STATEMENT ON WILLIAM BIRDTHISTLE NAMED DIRECTOR OF DIVISION OF INVESTMENT MANAGEMENT AT THE U.S. SECURITIES AND EXCHANGE COMMISSION
- STATEMENT BY WAYNE CHOPUS, PRESIDENT & CEO, ON THE LAUNCH OF THE COALITION FOR EQUITY IN WHOLESALING
- IRI ANNOUNCES 2021 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS
- ANNUITIES CAN PROTECT RETIREMENT PORTFOLIOS WHILE DELIVERING PROTECTED INCOME
- NEW BIPARTISAN RETIREMENT LEGISLATION INTRODUCED
- RETIREMENT PRODUCT INNOVATION BILL INTRODUCED IN SENATE
- IRI ISSUES SECOND QUARTER 2021 ANNUITY SALES REPORT
- STATES CONTINUE TO ADOPT NAIC BEST INTEREST MODEL REGULATION
- HOUSE LEGISLATION TO ADD RETIREMENT PLANNING TO FEDERAL STUDENT LOAN RECIPIENTS’ FINANCIAL LITERACY COUNSELING PROGRAM
- Insight October 2021
- INFLATION POWERS LARGEST SOCIAL SECURITY BENEFITS BOOST SINCE 1982
- IRI ANNOUNCES RESULTS OF 2021 BOARD OF DIRECTORS ELECTIONS
- IRI NAMES NEW MEMBERS TO BOARD OF DIRECTORS
- IRI CELEBRATES 30TH ANNIVERSARY AT ANNUAL CONFERENCE
- IRI ANNUAL CONFERENCE TO OFFER PERSPECTIVES ON MAJOR ISSUES AFFECTING INSURED RETIREMENT INDUSTRY
- HOUSE COMMITTEE CONSIDERS WORKPLACE RETIREMENT PLAN MEASURE
- Insight August 2021
- IRI SURVEY SHOWS WORKERS NEED IMPROVED RETIREMENT SAVING HABITS AND MORE REALISTIC RETIREMENT EXPECTATIONS WHILE VALUING PROTECTED LIFETIME INCOME
- IRI STATEMENT ON THE RETIREMENT OF REP. RON KIND
- IRI CHEERS INTRODUCTION OF ELDER JUSTICE LEGISLATION
- INSURED RETIREMENT INSTITUTE WINS “POWER OF A” AWARD FOR ADVOCACY
- LEGISLATION INTRODUCED TO ENCOURAGE RETIREMENT PRODUCT INNOVATION
- SENATE HEARING EXAMINES HOW CONGRESS CAN ADDRESS RETIREMENT ANXIETY
- Insight June 2021
- IRI, ACLI TO FINRA: WE SUPPORT GOAL OF IDENTIFYING, REMOVING BARRIERS TO DIVERSITY IN BROKER-DEALER COMMUNITY
- IRI NAMES TWO NEW MEMBERS TO BOARD OF DIRECTORS
- HOUSE COMMITTEE HEARING TO DISCUSS RETIREMENT SECURITY ISSUES
- IRI ISSUES FIRST QUARTER 2021 ANNUITY SALES REPORT
- IRI STATE OF THE INDUSTRY REPORT
- IRI SUPPORTS CARDIN-PORTMAN RETIREMENT LEGISLATION
- SENATE RETIREMENT LEGISLATION INTRODUCED
- Insight May 2021
- SENATE COMMITTEE HEARING EXPLORES RETIREMENT SECURITY MEASURES
- IRI ISSUES FOURTH QUARTER 2020 ANNUITY SALES REPORT
- HOUSE COMMITTEE TO VOTE ON BIPARTISAN RETIREMENT LEGISLATION
- IRI URGES BIDEN ADMINISTRATION, CONGRESS TO INCLUDE RETIREMENT SECURITY MEASURES IN AMERICAN FAMILIES PLAN
- IRI SUPPORTS AMERICAN INFRASTRUCTURE BONDS ACT
- IRI CONFERENCE ZEROES IN ON INDUSTRY ISSUES, CHALLENGES, AND OPPORTUNITIES IN 2021
- IRI CONGRATULATES GARY GENSLER ON CONFIRMATION AS SEC CHAIR
- Insight April 2021
- IRI CONGRATULATES MARTIN J. WALSH ON CONFIRMATION AS LABOR SECRETARY
- IRI ANNOUNCES SPRING VIRTUAL CONFERENCE
- IRI ANNOUNCES NEW BOARD OF DIRECTORS OFFICERS, MEMBERS
- IRI SUPPORTS DEPARTMENT OF LABOR NON-ENFORCEMENT POLICY FOR ESG RULE
- INSURED RETIREMENT INSTITUTE’S CAPITOL HILL VIRTUAL FLY-IN THIS WEEK
- Insight March 2021
- IRI ANNOUNCES 2021 FEDERAL RETIREMENT SECURITY BLUEPRINT
- IRI ANNOUNCES NEW BOARD CHAIR
- IRI STATEMENT ON THE U.S. DEPARTMENT OF LABOR’S PROHIBITED TRANSACTION EXEMPTION FOR INVESTMENT ADVICE PROFESSIONALS
- Insight January 2021
- IRI CONGRATULATES DR. JANET YELLEN ON CONFIRMATION AS TREASURY SECRETARY
- STATEMENT OF THE INSURED RETIREMENT INSTITUTE REGARDING SEN. ROB PORTMAN RETIREMENT ANNOUNCEMENT