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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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December 14, 2023

IRI RESEARCH: ADOPTION OF DIGITAL FIRST STRATEGIES ARE CRITICAL TO FINANCIAL PROFESSIONALS’ USE OF ANNUITIES

WASHINGTON, D.C. – Recent research by the Insured Retirement Institute (IRI) found that financial professionals who do not currently use…

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December 12, 2023

IRI URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE

WASHINGTON, D.C. — Wayne Chopus, President and CEO and Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, today testified at…

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December 7, 2023

IRI ANNOUNCES 2023 FEDERAL CHAMPION OF RETIREMENT SECURITY AWARD RECIPIENTS

Sen. Tina Smith and Sen. Thom Tillis Recognized for Efforts to Help America’s Workers and Retirees WASHINGTON, D.C. – The Insured…

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