IRI VISION: SHAPING THE FUTURE OF RETIREMENT SECURITY – IRI’s 2026 BLUEPRINT

As Congress and the Trump Administration consider next steps to strengthen workers’ and retirees’ financial futures, one thing is clear: retirement security requires steady leadership and informed advocacy. That is IRI’s role. It is also why our 2026 Federal Retirement Security Blueprint matters.

Each year, IRI’s Blueprint provides a practical roadmap for bipartisan progress. Our 33 common-sense proposals to strengthen retirement security for workers and retirees reflect the collective expertise and consensus of our members across the insured retirement industry.

From expanding access to workplace retirement plans and encouraging greater savings to facilitating the use of protected, guaranteed lifetime income solutions, the Blueprint focuses on policies needed to help workers and retirees achieve a secure and dignified retirement.

Just as important as the policy recommendations is what the Blueprint represents. IRI has earned a reputation as a credible and trusted voice on retirement policy. We are recognized for constructive, bipartisan engagement and for bringing thoughtful, workable solutions to the table.

When IRI speaks, policymakers trust that they are hearing from the leading industry association.

Over the past year, that leadership has delivered results. We protected tax deferral of retirement savings in the One Big Beautiful Bill Act. We also helped sustain bipartisan momentum for keeping retirement security at the forefront of Congress’ attention.

Earlier this year, IRI was the only trade association invited to testify before a House subcommittee on lifetime income, reaffirming our role as the industry’s leading voice.

For our members, effective advocacy translates into real value. It advances solutions that expand retirement savings and facilitate the use of protected, guaranteed lifetime income products. It also reinforces confidence in retirement solutions that provide predictability, protection, and peace of mind.

With the 2026 Blueprint, IRI will continue to lead industry efforts to ensure that retirement security remains a national priority.

Contact: Dan Zielinski