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News Articles IRI is quoted or mentioned.

401k Specialist – IRI and ACLI Applaud CLEAR Forms Act
Think Advisor – SEC Could Give More Life and Annuity Products Their Own Registration Forms (subscription required)
Think Advisor – House Passes Financial Exploitation Prevention Act (subscription required)
Insurance News Net – IRI, ACLU express support for CLEAR Forms Act
A.M. Best – ACLI, Insured Retirement Institute Supporting Congressional Bill Updating RILA Forms (subscription required)
Fee Only News – House backs an emergency brake on elder fraud
New York Life – When speed and certainty matter most: modernizing the annuity exchange experience
Investment News – House passes bipartisan bill to shield seniors from investment fraud (subscription required)
401k Specialist – IRI Appoints Board Members, Franklin Templeton Commits to Trump Accounts
401k Specialist – 30 Industry Groups Urge Senate to Pass CITs in 403(b)s Legislation
Plan Sponsor – 30 Retirement CEOs Back Senate Bill Permitting CITs in 403(b)s
Plan Adviser – Bill for CITs in 403(b) Plans Backed by 30 Retirement CEOs
Investment News – SEC moves to make electronic delivery the default for investor disclosures (subscription required)
Pensions and Investments – SEC proposes defaulting to electronic delivery to cut costs, modernize disclosures (subscription required)
Alts Wire – SEC Proposes Making Electronic Delivery the Default for Investor Disclosures
Insurance News Net – SEC moves to simplify electronic delivery of investor communications

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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…

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August 6, 2026

IRI TO SENATE COMMITTEE: ADVANCE RETIREMENT PLAN INVESTMENT CHOICE PARITY FOR TEACHERS, HEALTHCARE WORKERS, AND OTHER NONPROFIT EMPLOYEES

WASHINGTON, D.C. – The Senate Banking, Housing, and Urban Affairs Committee will hear testimony on the challenges Main Street businesses…

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July 23, 2026

DFA1: Rate API Efficiency, Real-Time Transactions & the Activated Income API

In the July edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, touts several recent Digital First for…

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