The Insured Retirement Institute (IRI) is a member-driven association.
Except as otherwise indicated below, all member company employees are welcome to join as many committees and working groups as they would like, and there is no limit to the number of member company employees who can participate in any particular committee or working group.
Visit your IRI account to manage committee and working group participation.
IRI Operations and Technology Committees
Digital First Steering Committee
This group is focusing on the financial professional experience with two desired outcomes to achieve i) Provide a digital-first model eliminating the critical friction points from the financial professional experience from onboarding, research and product selection, sale, issue, and maintenance to ultimately decrease time to issue and remove the hassle and ii) Increase the net new number of financial professionals that understand, transact, and manage annuities with pleasure. The task force is currently focusing on short-term, mid-term, and long-term initiatives that will make annuities easy to support.
Meeting Schedule: Monthly calls
Criteria: Invitation only, senior level carrier and distributor representatives. Membership is not required but it is encouraged.
IRI Staff Liaison: Katherine Dease
Operations and Technology Senior Steering Committee
The IRI Operations and Technology Senior Steering Committee (SSC) provides a framework to strategize and prioritize initiatives within the Operations and Technology Community to best support the insured retirement income industry.
Meeting Schedule: Bi-monthly calls
Criteria: Invitation only based on participation in Operations an Technology discussions.
IRI Staff Liaison: Katherine Dease
Operations and Technology Committee
The Operations and Technology Committee acts as a platform for member collaboration, participation, and industry leadership to drive the support of the retirement solutions industry with a focus on operational efficiencies through standardization and simplification of the product life cycle by leveraging technology, while responding to regulatory directives. Operations and Technology focuses on four main strategic pillars: 1. market penetration and engagement across the BD, Independent (Insurance Marketing Organizations (IMOs), and Registered Investment Advisors (RIAs) and Outside Insurance Desks (OIDs), and the solution providers, 2. Increasing awareness and adoption of existing digital solutions 3. process and regulation, and 4. data enablement.
Meeting Schedule: Bi-monthly calls
Criteria: Open to all IRI member company representatives.
IRI Staff Liaison: Katherine Dease
IRI Operations and Technology SubCommittees
Experience Subcommittee
The Experience Subcommittee is focused on digital first experiences for consumer and financial professional. This group strives to eliminate frustrations and deliver efficient solutions that enable financial professionals to easily work with the tools and solutions where they manage their business and work with consumers.
Meeting Schedule: Monthly calls
Criteria: Open to all IRI member company representatives.
IRI Staff Liaison: Bryan Harmelink
Go-to-Market Subcommittee
The IRI Operations and Technology Go-to-Market Subcommittee is focused on promoting the adoption of current e-Solutions. This subcommittee examines opportunities to advance digital and electronic solutions in alignment with IRI’s long-term digital strategy.
Meeting Schedule: Monthly calls
Criteria: Open to all IRI member company representatives.
IRI Staff Liaison: Bryan Harmelink
Process and Regulation Subcommittee
The Process and Regulation Subcommittee is comprised of insurance carrier members, distributor members, and solution providers that represent a holistic expertise in the entirety of the Operations Administrative Lifecycle. This subcommittee, in conjunction with the Compliance and Implementation Committee, examines regulatory requirements and carrier and distributor processes that impede client-first servicing. They propose alternative best practices and solutions that improve the annuity sales experience while maximizing the use of current and exploration of future digital capabilities.
Meeting Schedule: Monthly calls
Criteria: Open to all IRI member company representatives.
IRI Staff Liaison: Bryan Harmelink