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Public Policy Research

Consumer Preferences for Lifetime Income Estimates on 401(k) Statements

Posted on January 13, 2015

IRI released a new study revealing that the overwhelming majority of consumers want their retirement benefit statements to provide an estimate of lifetime income. The study also found that these estimates can boost retirement savings.

Broker/Dealers, Financial Advisors and Clients: Annuities and the Regulatory Environment

Posted on March 8, 2013

New research findings released by IRI shows that maintaining state insurance licenses across multiple jurisdictions is a regulatory obstacle that may impede the sale of retirement income products.

Tax Policy and Boomer Retirement Saving Behaviors

Posted on March 7, 2013

IRI released a new research report that found middle-income Baby Boomers would be less likely to save for retirement if taxes are increased or if tax incentives for retirement savings are reduced or eliminated.

Guaranteed Lifetime Income Options within Employment-Based Plans

Posted on January 30, 2013

The Insured Retirement Institute (IRI) today released a new study that pinpoints guaranteed lifetime income options offered within employer-provided defined contribution plans as an opportunity to address many emerging retirement security challenges.

IRI State of the Insured Retirement Industry Report

Posted on December 17, 2012

IRI released a new report providing a 2013 outlook for the insured retirement industry. The forecast indicates that many of the trends and dynamics that marked 2012 will continue into the new year.

IRI 2012 Summary Prospectus Survey -- Key Findings

Posted on June 26, 2012

Key findings from the IRI 2012 Summary Prospectus Survey. Conducted for IRI by Cogent Research, the results show that investor demand for a variable annuity (VA) summary prospectus remains strong, ...

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