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News articles in which IRI is quoted or mentioned.

Investment News – CFP Board joins industry support for bill to protect seniors from fraud (Subscription required)
401k Specialist – Fifth Circuit Acts Quickly in Granting EBSA Request to Dismiss Fiduciary Rule Appeals
401k Specialist – ‘Pension Predators’ Hearing Targets Abusive ERISA Lawsuits
401k Specialist – INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Ignites – Push to Reform 401(k) Litigation in Full Swing
Pensions and Investments – Court approves DOL’s request to dismiss fiduciary rule appeal (Subscription required)
Financial Advisor Magazine – House Set To Vote On Bill Expanding Access To Annuities, Private Markets
Insurance News Net – DOL fiduciary future murky as Fifth Circuit tosses appeal
The Hill – Top Lobbyists
Financial Advisor Magazine – Appeals Court’s Decision Signals Likely Demise Of Biden-Era Fiduciary Rule
Insurance News Net – Bill that could expand access to annuities headed to the House
401k Specialist – Sens. Cassidy, Kaine Honored as ‘Champions of Retirement Security’
401k Specialist – Advocates for CITs in 403(b)s Express Support for INVEST Act that Could Pass House Today
Barrons – The Senate Discussed Retirement Security Wednesday. Two Bills They Agreed on Offer Modest Improvement. (Subscription required)
Symetra and Insured Retirement Institute Unveil New Report Examining the State of Allyship in Financial Services
Think Advisor – House Passes Sweeping Package on Retirement, Investors and Fraud
401k Specialist – House Passes INVEST Act, Sends it to Senate
Alts Wire – House Passes INVEST Act to Modernize Capital Markets, Expand Investor Access
401k Specialist – Neal’s ‘Automatic IRA Act’ is Back
Financial Advisor Magazine – Automatic IRA Bill Would Expand Workplace Savings, But It Raises GOP Concerns
Pensions and Investments – Rep. Neal reintroduces bill requiring employers auto-enroll workers in IRAs or 401(k)-type plans (subscription required)
Ignites – T. Rowe, TIAA Begin Secure 3.0 Push
Financial Advisor Magazine – House Passes INVEST Act, Creating Big Changes For Advisors, Clients
Think Advisor – Neal Auto-IRA Bill Could Help Annuity Issuers
Insurance News Net – Bill aims to boost access to work retirement plans for millions of Americans

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Latest News

December 12, 2023

IRI URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE

WASHINGTON, D.C. — Wayne Chopus, President and CEO and Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, today testified at…

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December 7, 2023

IRI ANNOUNCES 2023 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS

Sen. Tina Smith and Sen. Thom Tillis Recognized for Efforts to Help America’s Workers and Retirees WASHINGTON, D.C. – The Insured…

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December 3, 2023

PROPOSED NASAA MODEL RULE THREATENS ACCESS TO ANNUITY PRODUCTS FOR RETIREMENT, UNDERMINES FINANCIAL SECURITY

WASHINGTON, D.C. – A state securities regulator organization has proposed a revised model rule that could have significant consequences for…

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