IRI STATEMENT ON SEC-PROPOSED REGULATION E-DELIVERY

WASHINGTON, D.C. –  The Insured Retirement Institute (IRI) issued the following statement from Emily Micale, Director, Federal Regulatory Affairs, on the proposed Regulation E-Delivery rule issued today by the U.S. Securities and Exchange Commission:

“IRI appreciates the Securities and Exchange Commission’s and Chairman Paul Atkins’ leadership in advancing a proposal to modernize the delivery of investor disclosures and other required communications in a way that reflects how investors access information today.

Modernizing decades-old delivery requirements has long been an IRI priority and is included in our 2026 Federal Retirement Security Blueprint. Electronic delivery provides a more widely accessible, cost-effective, and faster means of conveying and receiving information than paper delivery.

Electronic delivery also creates opportunities for the industry to provide dynamic, real-time information rather than static data, making it easier for consumers to find, save, and retrieve information at the level of detail they prefer. This proposal is a significant step toward a digital-first industry that meets consumers where they are.

Importantly, the proposal preserves consumer choice, the approach IRI has consistently advocated. Every investor would retain the right to opt out of electronic delivery and receive paper copies free of charge.

We are reviewing the proposal with our member companies and look forward to providing feedback to the Commission during the public comment process as we continue working to strengthen retirement security for all.”

SEC Fact Sheet

SEC Press release

Statement by SEC Chair Paul Atkins

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Contact: Dan Zielinski