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Insured Retirement Institute (IRI)
  • Research
  • Member Programs
    • Operations & Technology
      • Committee Hub
      • Documents
      • Momentum
      • A Digital First Experience
    • Diversity, Equity, & Inclusion
    • Conferences & Events
    • Career Center
    • Insured Retirement Industry Awards
      • Champion of Retirement Security
      • Industry Champion of Retirement Security
      • Leadership Award
      • Rising Star Award
      • Hall of Fame
    • Education
      • Annuities Glossary
      • Webinars
  • Advocacy
    • 2025 Federal Retirement Blueprint (PDF)
    • DOL Fiduciary Rule
    • Standard of Conduct
    • Government Affairs Update
    • Legislative and Regulatory Affairs Committees
    • Champion of Retirement Security
  • About IRI
    • Membership
      • Premier Alliance Partners
      • Why Join IRI
      • Membership Milestone Recognition
    • Board of Directors
    • IRI Staff
    • Careers at IRI
    • Committees
      • Legislative and Regulatory Affairs Committees
      • Operations and Technology Committees
      • IRI Committee Terminology
    • The Long View Series
      • The Long View
      • The Long View – Voices
  • News

education

April 26, 2024

Fiduciary Rule Redux

IRI and Groom Law Group hosted an exclusive, members-only webinar on the details and implications of the DOL’s latest fiduciary rule.

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February 29, 2024

Improving Annuity Efficiency with E-Capabilities

This webinar discussed how these e-capabilities, among others have made it easier for financial professionals and their clients to work with annuities, and what they perceive as the most significant areas for further improvements.

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February 27, 2024

Transforming the Annuities Sales Experience

This webinar discussed the emerging annuity “Point of Sale” experience, current gaps in carrier delivery today, and showcased the latest technology underpinning interactive story-telling.

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January 11, 2024

DOl Fiduciary Rule

During this webinar, IRI shared the latest information on the status of the proposal, what to expect in the coming weeks, our collaborative efforts to oppose the rule with other industry organizations, Capitol Hill efforts, communications, research, and more.

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December 5, 2023

Accelerating Transfers: Paperless Carrier to Carrier Transfer Processing

A paperless process will enable faster and smoother transfers. Additionally, the new process eliminates many not-in-good-order (NIGO) issues, such as omitted paperwork, illegible handwriting, and missing data. This service, when incorporated with DTCC’s money settlement, is expected to provide an efficient process that reduces the time to transfer from several weeks to 24-72 hours.

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November 7, 2023

Biden Fiduciary Rule: Overview and Implications

During this webinar, the Insured Retirement Institute (IRI) and Groom Law Group dove into the details and meaning of President Biden’s proposed fiduciary rule.

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September 20, 2023

Navigating the Rapidly Evolving Standard of Conduct Landscape

IRI hosted an information-packed webinar to keep up with the latest regulatory proposals and related developments.

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Insured Retirement Institute (IRI)

1717 K Street, NW,
Suite 900
Washington, DC 20006

202-469-3000
iri@irionline.org

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