Skip to content

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced changes to its Executive Committee and Board of Directors.

Joe Toledano, Managing Director and Head of Insured Solutions Group at Morgan Stanley Wealth Management, was selected to the IRI Executive Committee. He has served on the IRI Board of Directors since 2021.

The IRI Board of Directors has three new members: Jay Jackson, Senior Vice President, Individual Solutions, Strategic Partners at LPL Financial; Colbert Narcisse, Chief Product and Business Development Officer at TIAA; and Matthew Wion, Senior Vice President and Head of Retail Annuities at New York Life.

“Our industry attracts top-tier leaders, and IRI is incredibly fortunate to draw from that talent-rich pool for our Board of Directors,” said Wayne Chopus, IRI President and CEO. “Our Executive Committee and Board Members, with decades of combined leadership experience and insights, guide our efforts to deliver the service and results our members deserve. I’m excited to welcome Joe to the Executive Committee and Jay, Colbert, and Matthew to our Board of Directors.”

# # #

Contact: Dan Zielinski

 

Stay Informed

Latest News

May 14, 2025

HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE

Budget Reconciliation Measure Clears Hurdle  WASHINGTON, D.C. – The House Committee on Ways and Means voted to advance major provisions…

Read more
May 9, 2025

April News Articles

News articles in which IRI is mentioned or quoted. Plan Adviser – Retirement Industry People Moves – 3/28/25 401k Specialist…

Read more
April 9, 2025

IRI CONGRATULATES PAUL ATKINS ON CONFIRMATION AS SEC CHAIR

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) congratulated Paul Atkins on the U.S. Senate’s vote to confirm his appointment…

Read more
Scroll To Top