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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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February 14, 2023

COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”

IRI: Rule Would Have Profound, Adverse Impacts On Investors and Retirement Accounts. WASHINGTON, D.C. – A proposed U.S. Securities and…

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January 31, 2023

HOUSE PASSES BILL TO PROTECT VULNERABLE AMERICANS FROM FINANCIAL EXPLOITATION

WASHINGTON, D.C. – The House of Representatives passed a bipartisan measure this week to protect vulnerable Americans from financial exploitation….

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January 30, 2023

IRI VISION: LEADING BY EXAMPLE

One of the more rewarding experiences I have had with the Insured Retirement Institute is launching and hosting our Long View…

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