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

September 3, 2026

BIPARTISAN MEASURE INTRODUCED TO ENABLE INSURANCE INDUSTRY INNOVATION AND IMPROVE PRODUCT DISCLOSURES FOR CONSUMERS

WASHINGTON, D.C. – Bipartisan legislation introduced today by Rep. Zach Nunn (R-Iowa) and Rep. Brittany Pettersen (D-Colo.) offers a common-sense…

Read more
August 31, 2026

August News Clips

News Articles IRI is quoted or mentioned. Plan Sponsor – DOL Investment Safe Harbor May Not Do Much for Retirement…

Read more
August 18, 2026

IRI VISION: FINAL RULES, OPEN QUESTIONS – IRI’S COMPLIANCE & IMPLEMENTATION PROGRAM

A new rule or regulation is finalized. Comment periods close, statements are issued, and the policy conversation moves on. But…

Read more
Scroll To Top