Membership Milestone Recognition

IRI recognizes companies for their years of long term membership demonstrating their commitment to the association and the insured retirement industry. The partnership of these organizations, and their dedicated leadership and employees, have made IRI the strong, vital organization it is today. We appreciate and celebrate your commitment.


30+ Years of Membership


Carlton Fields, P.A.

CUNA Mutual Group

Dechert LLP

Edward Jones


Eversheds Sutherland

Franklin Templeton Investments

Guardian Insurance & Annuity Co.

Jackson National Life Insurance Co.

Janus Henderson Investors

Lincoln Financial Group

LPL Financial


Merrill Lynch Global Wealth Management

MFS Investment Management

Nationwide Financial

New York Life Insurance Company

Pacific Life Insurance Company

Protective Life Insurance Company

Prudential Financial

Raymond James Insurance Group


Security Benefit

Symetra Financial

Transamerica / AEGON

Wells Fargo & Company


20+ Years of Membership

Allianz Life Insurance Company

American Century Investments


Broadridge Financial Solutions Inc.

Charles Schwab and Co., Inc.

DTCC (Depository Trust & Clearing Corp.)

Ebix, Inc.

Fidelity Investments

Goldman Sachs Asset Management




Janney Montgomery Scott, LLC

Morgan Stanley



Natixis Investment Managers

OneAmerica Financial Partners, Inc.

Pacific Investment Management Company (PIMCO)

Penn Mutual Life Insurance Company

Principal Financial Group

State Farm Life Insurance Company

State Street Global Advisors

Rowe Price Group, Inc.

Thrivent Financial


Toppan Merrill

UBS Financial Services Inc.

Western & Southern Financial Group


10+ Years of Membership

Allstate Insurance Company

American Equity Investment Life Insurance Co.

Athene Annuity & Life Assurance Company

Cetera Financial Group

Corebridge Financial

Faegre Drinker Biddle & Reath

Global Atlantic Financial Company

Groom Law Group

JP Morgan Asset Management

MassMutual Financial Group



Milliman FRM

S. Bancorp Investments, Inc.

Sammons Financial

Schroders Investment Management

Stifel, Nicolaus & Company, Inc.


Virtus Investment Partners, Inc.

WealthVest Marketing, Inc.