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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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May 20, 2025

HOUSE COMMITTEE TO VOTE ON RETIREMENT PLAN PARITY, INVESTOR DISCLOSURE, AND SENIOR PROTECTION MEASURES

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is urging the House Financial Services Committee to approve three bipartisan bills…

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May 19, 2025

IRI VISION: IRI BASELINE VALUES ARE BRINGING ANNUITIES INTO THE CONVERSATION

Annuities have long been overlooked in financial planning due to complex modeling requirements. Many financial professionals, especially those unfamiliar with…

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May 14, 2025

HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE

Budget Reconciliation Measure Clears Hurdle  WASHINGTON, D.C. – The House Committee on Ways and Means voted to advance major provisions…

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