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

March 9, 2024

WHITE HOUSE OFFICE OF MANAGEMENT AND BUDGET TO REVIEW HARMFUL LABOR DEPARTMENT FIDUCIARY INVESTMENT ADVICE RULE

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) issued a statement today from Wayne Chopus, President and CEO, on the…

Read more
March 8, 2024

HOUSE APPROVES TWO IRI PRIORITY ISSUES

403(b) Retirement Plan Parity and E-Delivery Legislation Head to Senate  WASHINGTON, D.C. – The U.S. House of Representatives passed two…

Read more
March 7, 2024

IRI UNVEILS 2024 RETIREMENT SECURITY BLUEPRINT

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) released its 2024 Retirement Security Blueprint with 33 proposals to enhance and…

Read more
Scroll To Top