The Insured Retirement Institute (IRI) is the leading financial services trade association for the insured retirement industry.

IRI member companies represent the entire supply chain of insured retirement strategies, including life insurers, asset managers, broker-dealers, banks, marketing organizations, law firms, and solution providers.

IRI membership offers unique services and resources that include the areas below.

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Advocacy

IRI is the voice of the insured retirement industry before policymakers, including federal regulatory agencies, Congress, and state regulators and legislators. IRI advocates for public policy solutions that expand access to workplace retirement plans and protected lifetime income products and seeks to ensure access to consumers' choice of professional financial guidance, among other priorities.

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Research

IRI produces content-rich research on industry trends and products, consumer attitudes toward retirement and retirement planning, industry sales data, and partnered research products with members.

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Member Programs

IRI membership includes access to industry-leading initiatives. Our unique operations and technology efforts seek to advance digital solutions to modernize the annuity transaction process. Our diversity, equity, and inclusion mission is working to identify and share best practices to build workforces that reflect the communities we serve and that encourage all employees to bring their authentic selves to work every day.

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Education

IRI provides comprehensive educational opportunities to members through complimentary online webinars, discounts for FINRA continuing education, and reduced rates for our annual conferences.

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Connection

IRI member committees provide unique communities for learning, relationship building, and personal development beyond engagements at our educational events. Our Service Directory, is a comprehensive solutions provider guide to the annuities industry connecting you with the information and contacts you need.

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IRI News

Get the latest IRI news and updates

June 22, 2022

SENATE FINANCE COMMITTEE UNANIMOUSLY APPROVES RETIREMENT MEASURE

WASHINGTON, D.C. – The Senate Finance Committee unanimously approved (28-0) the Enhance Americans Retirement Now (EARN) Act today. The measure…

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June 21, 2022

IRI STATEMENT ON SENATE CONFIRMATION OF JAIME LIZÁRRAGA AND MARK UYEDA TO THE U.S. SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. – Insured Retirement Institute (IRI) President and CEO Wayne Chopus issued the following statement regarding the U.S. Senate…

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June 14, 2022

SENATE COMMITTEE PASSES RETIREMENT SECURITY MEASURE

WASHINGTON, D.C. – A Senate committee today approved a measure to expand employee access to workplace retirement plans. The Senate…

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